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 Smith & Howard Wealth Management, LLC
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 |
|---|---|---|---|---|---|
| Cecil Pope Staton | Smith & Howard Wealth Management, LLC independent RIA | Nova Wealth Management Group, LLC independent RIA | RIA to RIA | Jul 20, 2018 | Aug 17, 2018 |
| Elizabeth Walsh Dipaolo | Smith & Howard Wealth Management, LLC other | Signaturefd, LLC other | Other | Jul 12, 2017 | Aug 10, 2017 |
| Frederick Starr Wright | Smith & Howard Wealth Management, LLC other | Ci Brightworth Private Wealth other | Other | Jul 1, 2016 | Nov 17, 2016 (139 d) |
| Michael Robert Dewitt | Smith & Howard Wealth Management, LLC other | Ci Brightworth Private Wealth other | Other | Jul 1, 2016 | Jun 30, 2016 |
| Christopher Lee Boland | Smith & Howard Wealth Management, LLC other | Ci Brightworth Private Wealth other | Other | Jul 1, 2016 | Jun 28, 2016 |
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5 moves match.