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 Davidson & Garrard 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 |
|---|---|---|---|---|---|
| Lewis Lamont Thomas | Davidson & Garrard Inc other | Captrust other | Other | Dec 31, 2017 | Jan 12, 2018 |
| Marcus Paul Borel | Davidson & Garrard Inc other | Captrust other | Other | Dec 31, 2017 | Jan 12, 2018 |
| William Winfree Paxton | Davidson & Garrard Inc other | Captrust other | Other | Sep 27, 2017 | Sep 27, 2017 |
| John Morton Flippin | Davidson & Garrard Inc other | Captrust other | Other | Sep 27, 2017 | Sep 27, 2017 |
| Mark Thomas Miner | Davidson & Garrard Inc other | Captrust other | Other | Sep 15, 2017 | Sep 15, 2017 |
| Dorothy Oscarlyn Elder | Davidson & Garrard Inc other | Truist Advisory Services, Inc. no RAUM | Other | Jan 16, 2009 | Jun 6, 2016 (2698 d) |
| Kathleen Seifert Graves | Davidson & Garrard Inc other | Suntrust Investment Services, Inc. other | Other | Nov 2, 2005 | Dec 1, 2005 |
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7 moves match.