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 Genovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC

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.

AdvisorFromToTypeLeftRegistered
Rodney Clark WaterburyGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Angie ButlerGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 1, 2025 (1372 d)
Scott Carmack ThomasGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Brian Patrick AbadGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 26, 2021
Kelly Thomas BrothersGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIAOsaic Wealth, Inc. otherOtherMar 31, 2021Jan 26, 2016
Alexander Gilbert BrownGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIAOsaic Wealth, Inc. otherOtherMar 31, 2021Sep 24, 2012
William Bryce GabriGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Mark Gordon HuffmanGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Randy L ByardGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
John Henry LockwoodGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Oct 24, 2024 (1303 d)
Peter J AshbyGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Kevin Alexander ChangGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Kyle Douglas ClarkGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 1, 2025 (1372 d)
Lon Edward BurfordGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIAOsaic Wealth, Inc. otherOtherMar 31, 2021Sep 24, 2012
Michael Thomas GenoveseGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIACaptrust institutionalOtherMar 31, 2021Jan 25, 2021
Nathan Adams TorinusGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIAVan Hulzen Financial Advisors independent RIARIA to RIAJan 8, 2021Aug 2, 2021 (206 d)
Kenneth David CranstoneGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIAIntegris Wealth Management, LLC independent RIARIA to RIAApr 1, 2020Mar 10, 2020
John Jacob ZeziniGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIAGolden State Wealth Management, LLC otherOtherMar 29, 2019Nov 14, 2017
Jonathan Lee DeeringerGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIADeeringer Wealth Management, LLC state registeredRIA to a state-registered adviserMar 29, 2019Nov 7, 2019 (223 d)
Matthew Gerald CovelliGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIARgt Wealth Advisors independent RIARIA to RIAMar 29, 2019Apr 26, 2022 (1124 d)
Jason Robert RomeroGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIAAsset Dedication, LLC independent RIARIA to RIAMar 29, 2019May 10, 2018
Melissa Louise MillsGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC independent RIALPL Financial LLC independent RIARIA to RIAMar 29, 2019Jan 24, 2019
Kevin Michael ThelenGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC otherOsaic Wealth, Inc. otherOtherMar 16, 2017Jan 8, 2014
Mark Gordon HuffmanGenovese Burford & Brothers Wealth And Retirement Plan Mgmt, LLC otherThreadline Wealth otherOtherFeb 25, 2014Feb 28, 2014
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24 moves match.