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 Winans Investments
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 |
|---|---|---|---|---|---|
| Victor M. Valle | Winans Investments independent RIA | Veraz Advisors independent RIA | RIA to RIA | Jan 26, 2023 | Oct 16, 2023 (263 d) |
| Marc Giles Edwards | Winans Investments independent RIA | Gencap Portfolio Management independent RIA | RIA to RIA | Apr 21, 2020 | Jun 4, 2021 (409 d) |
| Michael G. Anderson | Winans Investments independent RIA | Threadline Wealth independent RIA | RIA to RIA | Jan 31, 2020 | Jan 1, 2026 (2162 d) |
| Kathleen Ann Nilsson | Winans Investments independent RIA | Global Retirement Partners LLC institutional | Other | Oct 30, 2018 | Dec 7, 2018 (38 d) |
| Elisabeth Lynn Boaz | Winans Investments other | Three Bell Capital LLC mixed wealth | Other | Mar 23, 2015 | Aug 9, 2021 (2331 d) |
| Eric Cameron Patterson | Winans Investments other | Three Bell Capital LLC mixed wealth | Other | Jan 17, 2012 | Jan 9, 2025 (4741 d) |
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6 moves match.