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 Twru Private 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 |
|---|---|---|---|---|---|
| Chad Everett Lefebvre | Twru Private Wealth Management, LLC other | Ironwood Investment Advisers, LLC state registered | Other | Jul 31, 2018 | Aug 7, 2018 |
| Walter Louis Simmons | Twru Private Wealth Management, LLC other | Ironwood Investment Advisers, LLC state registered | Other | Mar 3, 2016 | May 23, 2019 (1176 d) |
| Louis Anthony Lobue | Twru Private Wealth Management, LLC other | Cetera Investment Advisers LLC other | Other | Jan 24, 2012 | Dec 1, 2011 |
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3 moves match.