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 Porter White Investment Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Emma W Kahalley | Porter White Investment Advisors, Inc. independent RIA | Morgan Stanley wirehouse | RIA to wirehouse | Jul 25, 2024 | Oct 31, 2024 (98 d) |
| Michael Blair | Porter White Investment Advisors, Inc. independent RIA | Bhk Investment Advisors independent RIA | RIA to RIA | Feb 13, 2024 | Mar 6, 2024 |
| Mary Meadows Livingston | Porter White Investment Advisors, Inc. independent RIA | Equita Financial Network, Inc. independent RIA | RIA to RIA | Oct 6, 2020 | Oct 11, 2020 |
| Carl Johan Grahs | Porter White Investment Advisors, Inc. other | Kinsight, LLC other | Other | Jan 21, 2011 | Feb 1, 2011 |
| Benjamin Hanson Slaughter | Porter White Investment Advisors, Inc. other | 1919 Investment Counsel, LLC other | Other | May 22, 2006 | Jan 8, 2016 (3518 d) |
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5 moves match.