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 Arlington Wealth Management

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.

AdvisorFromToTypeLeftRegistered
Aris TatevosianArlington Wealth Management independent RIANorthwestern Mutual Investment Services,LLC no RAUMOtherFeb 5, 2020Feb 3, 2022 (729 d)
Evan G. StamosArlington Wealth Management otherChase Investment Services Corp. otherOtherOct 26, 2007May 26, 2010 (943 d)
Shawn Michael ParkArlington Wealth Management otherCalamos Advisors LLC otherOtherSep 26, 2007Nov 13, 2007 (48 d)
Michael Peck MannoArlington Wealth Management otherWorld Equity Group, Inc. otherOtherDec 31, 2005Jul 9, 2003
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4 moves match.