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 Wood Asset Management 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 |
|---|---|---|---|---|---|
| Tyler James Pullen | Wood Asset Management LLC other | Boyd Watterson Asset Management, LLC other | Other | Mar 31, 2015 | Feb 14, 2011 |
| Agnese Butler | Wood Asset Management LLC other | RBC Capital Markets, LLC national BD | Other | Mar 14, 2012 | Feb 3, 2021 (3248 d) |
| John Joseph Sauickie | Wood Asset Management LLC other | Preservation Capital Group state registered | Other | Jun 1, 2010 | Oct 7, 2025 (5607 d) |
| Victoria Adair Boswell | Wood Asset Management LLC other | Eagle Asset Management Inc other | Other | May 28, 2010 | Sep 29, 2010 (124 d) |
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4 moves match.