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 Barnett & Co 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 |
|---|---|---|---|---|---|
| George Thompson Bryant | Barnett & Co Inc independent RIA | Apogee Wealth Partners, LLC state registered | RIA to a state-registered adviser | May 19, 2021 | Apr 1, 2021 |
| Christopher Andrew Hopkins | Barnett & Co Inc independent RIA | Apogee Wealth Partners, LLC state registered | RIA to a state-registered adviser | May 19, 2021 | Apr 9, 2021 |
| Paul Francis Jacobs | Barnett & Co Inc independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 4, 2019 | Feb 25, 2019 |
| Sandra Dittus | Barnett & Co Inc other | Raymond James Financial Services Advisors, Inc BD affiliated | Other | Jan 12, 2017 | Nov 27, 2019 (1049 d) |
| Charles Jonathan Emanuel | Barnett & Co Inc other | Innovative Advisory Partners, LLC other | Other | Mar 26, 2014 | May 13, 2014 (48 d) |
| George Thompson Bryant | Barnett & Co Inc other | First Tennessee Advisory Services, Inc. other | Other | Dec 22, 2010 | Jan 6, 2011 |
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6 moves match.