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 Everhart Advisors
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 |
|---|---|---|---|---|---|
| Kyle James Hickey | Everhart Advisors independent RIA | Fsc Securities Corporation BD affiliated | RIA to affiliated broker-dealer or bank | Apr 20, 2020 | Oct 30, 2020 (193 d) |
| Andrew Paul Keeler | Everhart Advisors other | Cambridge Investment Research Advisors, Inc. other | Other | Dec 7, 2009 | Sep 25, 2009 |
| William Keith Root | Everhart Advisors other | Cambridge Investment Research Advisors, Inc. other | Other | Dec 7, 2009 | Sep 17, 2009 |
| Tanya Michelle Rocchio | Everhart Advisors other | Missionsquare Retirement other | Other | Sep 27, 2007 | Nov 7, 2008 (407 d) |
| Justin M Mulholland | Everhart Advisors other | Osaic Fa, Inc. other | Other | Feb 6, 2006 | Oct 28, 2005 |
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5 moves match.