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 Toews Asset Management
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 |
|---|---|---|---|---|---|
| Gregory Thomas Brunck | Toews Asset Management asset manager | RBC Securities, Inc. independent RIA | Other | Feb 28, 2025 | Apr 2, 2025 (33 d) |
| Harold Wayne Clemons | Toews Asset Management asset manager | Potomac asset manager | Other | Dec 2, 2024 | Aug 26, 2025 (267 d) |
| Kevin Patrick Kenny | Toews Asset Management asset manager | 3edge Asset Management, LP independent RIA | Other | Jul 31, 2024 | Sep 9, 2024 (40 d) |
| Caleb John Moyer | Toews Asset Management asset manager | Creative Planning independent RIA | Other | Apr 25, 2022 | Apr 20, 2022 |
| Paul Harlow Sammons | Toews Asset Management other | Empower Advisory Group, LLC other | Other | Jul 23, 2021 | Aug 17, 2021 |
| Ryan Steven Connolly | Toews Asset Management other | 3edge Asset Management, LP independent RIA | Other | May 17, 2021 | Feb 16, 2024 (1005 d) |
| Kevne Lea Sharpe | Toews Asset Management other | Forta Financial Group, Inc. other | Other | Sep 21, 2017 | Sep 13, 2017 |
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7 moves match.