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 Woodland Leishman & Associates
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 |
|---|---|---|---|---|---|
| Norman Dillon Mcgill | Woodland Leishman & Associates other | Parkside Advisors LLC other | Other | Dec 31, 2015 | Mar 1, 2016 (61 d) |
| Bradley Ryan Boulton | Woodland Leishman & Associates other | Vivid Financial Management, Inc. no RAUM | Other | Jun 17, 2015 | May 1, 2015 |
| Seth Tyler Leishman | Woodland Leishman & Associates other | National Planning Corporation ("Npc Of America" In Fl & Ny) other | Other | May 29, 2015 | Feb 26, 2016 (273 d) |
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3 moves match.