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 Vansant Mewshaw

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.

AdvisorFromToTypeLeftRegistered
Alexander Falk BarronVansant Mewshaw independent RIAVsm Wealth Advisory, LLC independent RIARIA to RIAJul 20, 2021Jun 18, 2021
Bryan Michael ThalerVansant Mewshaw independent RIAVsm Wealth Advisory, LLC independent RIARIA to RIAJul 20, 2021Jun 18, 2021
Fred Cregan HillVansant Mewshaw independent RIAVsm Wealth Advisory, LLC independent RIARIA to RIAJul 20, 2021Jun 16, 2021
Christopher James BlairVansant Mewshaw independent RIAVsm Wealth Advisory, LLC independent RIARIA to RIAJul 20, 2021Jun 16, 2021
Robert Frank MewshawVansant Mewshaw independent RIAVsm Wealth Advisory, LLC independent RIARIA to RIAJul 20, 2021Jun 16, 2021
James Peter GauthierVansant Mewshaw otherMaryland Capital Management, LLC otherOtherNov 12, 2010Jun 21, 2016 (2048 d)
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6 moves match.