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 Three Magnolias 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 |
|---|---|---|---|---|---|
| John Kenneth Hunt | Three Magnolias Financial Advisors independent RIA | Wealth Enhancement Advisory Services, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Mar 9, 2022 | Apr 3, 2022 |
| Turner Chapman Simpson | Three Magnolias Financial Advisors independent RIA | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | RIA to wirehouse | Jul 6, 2018 | Sep 20, 2025 (2633 d) |
| John Alvin Barrow | Three Magnolias Financial Advisors other | 1st Global Advisors Inc other | Other | Feb 1, 2018 | Feb 6, 2018 |
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3 moves match.