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 Overridge Wealth 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 |
|---|---|---|---|---|---|
| Kevin Jordan Campbell | Overridge Wealth Advisors other | Lifepro Asset Management independent RIA | Other | Oct 8, 2014 | Aug 17, 2017 (1044 d) |
| Jarrod Gabriel Sandra | Overridge Wealth Advisors other | Chisholm Wealth Management state registered | Other | May 10, 2013 | May 10, 2022 (3287 d) |
| Matthew Alan Hayes | Overridge Wealth Advisors other | Signator Investors, Inc. other | Other | Jul 31, 2009 | May 13, 2016 (2478 d) |
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3 moves match.