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 Weatherstone Capital Management

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
Michael Gary BallWeatherstone Capital Management independent RIACentaurus Financial, Inc. otherOtherApr 11, 2019Nov 30, 2001
Daniel Joseph GraffWeatherstone Capital Management independent RIASbsb Financial Advisors independent RIARIA to RIAMar 7, 2019May 2, 2018
Ryan Steven ConnollyWeatherstone Capital Management otherToews Asset Management otherOtherAug 28, 2017Aug 22, 2017
Brian EngleWeatherstone Capital Management otherGallatin River Capital LLC unclassifiedOtherFeb 23, 2016Mar 7, 2013
Eric Douglas SandersWeatherstone Capital Management otherOrion Portfolio Solutions, LLC independent RIAOtherDec 16, 2015Mar 25, 2021 (1926 d)
Erik Michael HardinWeatherstone Capital Management otherOrion Portfolio Solutions, LLC otherOtherMar 5, 2015Jul 23, 2016 (506 d)
Timothy Jordan CunninghamWeatherstone Capital Management otherSchwab Wealth Advisory, Inc. otherOtherJun 24, 2010Jan 3, 2012 (558 d)
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7 moves match.