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 Btr Capital Management 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 |
|---|---|---|---|---|---|
| Theodore Stanley Jablonski | Btr Capital Management Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Nov 16, 2022 |
| John Stratton | Btr Capital Management Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Nov 16, 2022 |
| Jonathan William Butler | Btr Capital Management Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Nov 16, 2022 |
| Mark Patrick Fredenburg | Btr Capital Management Inc independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Dec 6, 2022 | Nov 16, 2022 |
| Adam Phillip Schneiberg | Btr Capital Management Inc other | Jacobs & Company, LLC other | Other | Dec 3, 2014 | Dec 9, 2014 |
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5 moves match.