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 North State Trust, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kara Coville Boyd | Old North State Trust, LLC other | Hightower Advisors, LLC BD affiliated | Other | Aug 14, 2017 | Feb 1, 2019 (536 d) |
| Kristopher Shea Abernethy | Old North State Trust, LLC other | Avid Wealth Management, LLC unclassified | Other | Aug 14, 2017 | May 14, 2019 (638 d) |
| Barry Lee Carpenter | Old North State Trust, LLC other | Cascades Capital Asset Management, LLC independent RIA | Other | Mar 12, 2013 | Mar 7, 2014 (360 d) |
| Stephen Wayne Gaskins | Old North State Trust, LLC other | Old North State Wealth Management, LLC other | Other | Nov 5, 2009 | Nov 5, 2009 |
| Kara Coville Boyd | Old North State Trust, LLC other | Bb&T Asset Management, Inc. unclassified | Other | Dec 3, 2008 | Jan 7, 2008 |
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5 moves match.