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 Doliver Advisors, L.P.
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 |
|---|---|---|---|---|---|
| Charles Keithley Ward | Doliver Advisors, L.P. independent RIA | Burke Wealth Management, LLC independent RIA | RIA to RIA | Dec 1, 2020 | Dec 1, 2020 |
| Kenneth Michael Burke | Doliver Advisors, L.P. mixed wealth | Burke Wealth Management, LLC independent RIA | RIA to RIA | Jan 31, 2020 | Oct 3, 2019 |
| Carlos Antonio Perez | Doliver Advisors, L.P. other | Camden Wealth Advisors LLC other | Other | Mar 27, 2014 | Jun 18, 2014 (83 d) |
| Eryn Shealy Myers | Doliver Advisors, L.P. other | Amegy Investments, Inc. other | Other | Aug 24, 2010 | Jul 29, 2010 |
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4 moves match.