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 Old Dominion 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 |
|---|---|---|---|---|---|
| Jared P Troutman | Old Dominion Capital Management Inc. independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Nov 9, 2020 | Nov 11, 2020 |
| Tiffany Ung Snyder | Old Dominion Capital Management Inc. other | Raymond James Financial Services Advisors, Inc other | Other | Oct 13, 2017 | Nov 7, 2017 |
| Brett Michael Covert | Old Dominion Capital Management Inc. other | Bb&T Investment Services, Inc. no RAUM | Other | May 3, 2010 | Sep 8, 2011 (493 d) |
| Jonathan David Wagner | Old Dominion Capital Management Inc. other | Bluemont Capital Advisors, LLC other | Other | Oct 22, 2009 | Feb 24, 2010 (125 d) |
| Jessica Dawn Heneberry | Old Dominion Capital Management Inc. other | Suntrust Investment Services, Inc. other | Other | Jul 18, 2006 | Sep 19, 2006 (63 d) |
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5 moves match.