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 Ameriserv Wealth Advisors 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 |
|---|---|---|---|---|---|
| Mary Frances Stanek | Ameriserv Wealth Advisors Inc other | Elm Capital Management LLC independent RIA | Other | Jan 18, 2022 | Jan 24, 2022 |
| Joshua G Barbin | Ameriserv Wealth Advisors Inc other | Edward Jones national BD | Other | Jul 24, 2017 | Oct 14, 2019 (812 d) |
| Geoffrey Joseph Deasey | Ameriserv Wealth Advisors Inc other | Dillon Capital Management state registered | Other | Feb 5, 2013 | Jun 26, 2014 (506 d) |
| Thomas Francis Mckeon | Ameriserv Wealth Advisors Inc other | Clothier Springs Capital Management, LLC state registered | Other | Jun 28, 2010 | Jun 30, 2010 |
| James Drew Harrington | Ameriserv Wealth Advisors Inc other | Valley Brook Capital Group other | Other | May 12, 2010 | May 21, 2010 |
| Marne Luke Desantis | Ameriserv Wealth Advisors Inc other | Valley Brook Capital Group other | Other | Feb 4, 2010 | May 21, 2010 (106 d) |
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6 moves match.