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 Century Management Financial Advisors

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
Edward Earl Butte	Century Management Financial Advisors independent RIA	Fisher Investments independent RIA	RIA to RIA	Apr 15, 2021	Apr 20, 2021
John Wayne Purvis	Century Management Financial Advisors mixed wealth	Parrott Wealth Management, LLC independent RIA	RIA to RIA	Aug 29, 2019	Oct 10, 2019 (42 d)
Daniel William Carroll	Century Management Financial Advisors other	Alliance Private Wealth, LLC independent RIA	Other	Jul 28, 2015	Oct 15, 2025 (3732 d)
William Emerson Hawes	Century Management Financial Advisors other	Candor Asset Advisors, LLC state registered	Other	Jun 16, 2015	Sep 21, 2016 (463 d)
Jarrod Winkcompleck	Century Management Financial Advisors other	Maslow Wealth Advisors other	Other	Mar 6, 2015	Mar 3, 2015
Richard Michael Judd	Century Management Financial Advisors other	Titleist Capital, LLC other	Other	Jan 26, 2015	Jan 23, 2015
David C. Tingelstad	Century Management Financial Advisors other	RBC Capital Markets, LLC national BD	Other	Oct 31, 2011	Feb 11, 2021 (3391 d)
Michael Brian Wachsler	Century Management Financial Advisors other	Rj Capital, LLC other	Other	Feb 29, 2008	Jan 22, 2008

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8 moves match.