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 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 |
|---|---|---|---|---|---|
| Jay Lawrence Healy | Century Wealth Management, LLC independent RIA | Beacon Pointe Advisors, LLC independent RIA | RIA to RIA | Mar 2, 2022 | Jan 20, 2022 |
| Gregory O'Neal Davis | Century Wealth Management, LLC independent RIA | Rbg Wealth Advisors LLC independent RIA | RIA to RIA | Jan 12, 2022 | May 26, 2022 (134 d) |
| John Patrick Anderson | Century Wealth Management, LLC other | Cypress Wealth Management, LLC state registered | Other | Apr 29, 2013 | Jul 3, 2013 (65 d) |
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3 moves match.