DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Departures from Boys Arnold & Co. Inc.
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jay Garst Reese | Boys Arnold & Co. Inc. independent RIA | Colton Groome Financial Advisors, LLC independent RIA | RIA to RIA | Jan 21, 2020 | Aug 20, 2020 (212 d) |
| Heidi Obenauer Yoshida | Boys Arnold & Co. Inc. other | Chatham Capital Group Inc other | Other | Jul 7, 2014 | Feb 11, 2016 (584 d) |
| Jennifer Ahendt Thompson | Boys Arnold & Co. Inc. other | First Command Financial Planning, Inc. other | Other | Nov 5, 2008 | Nov 25, 2008 |
| Kyle Russell Boyd | Boys Arnold & Co. Inc. other | Altavista Wealth Management, Inc. other | Other | Mar 17, 2003 | Aug 25, 2003 (161 d) |
| Thomas Andrew Hallmark | Boys Arnold & Co. Inc. other | First Citizens Investor Services, Inc. other | Other | Oct 31, 2002 | Oct 16, 2002 |
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5 moves match.