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 Access Financial Group, 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 |
|---|---|---|---|---|---|
| John Graton Gillespie | Access Financial Group, Inc. other | Access Capital Management, LLC other | Other | Dec 19, 2017 | Apr 29, 2010 |
| Angela O'Keefe | Access Financial Group, Inc. other | Access Financial Group, Inc. unclassified | Other | Dec 15, 2017 | Nov 9, 2017 |
| Tracy Jon Mccary | Access Financial Group, Inc. other | Trac Wealth Management, Inc state registered | Other | Dec 22, 2015 | Dec 22, 2015 |
| Brandon Heath Vanlandingham | Access Financial Group, Inc. other | Access Capital Management, LLC other | Other | Aug 26, 2015 | Apr 29, 2010 |
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4 moves match.