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 Womack Investment Advisers, 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 |
|---|---|---|---|---|---|
| Caleb John Dillard | Womack Investment Advisers, Inc other | Exencial Wealth Advisors other | Other | Feb 7, 2017 | Oct 29, 2015 |
| Ryan Kirk Butts | Womack Investment Advisers, Inc other | First Independent Advisory Services, Inc. unclassified | Other | Jul 8, 2013 | Apr 21, 2010 |
| Richard Alan Feely | Womack Investment Advisers, Inc other | Trinity Capital Asset Advisors, LLC unclassified | Other | May 9, 2012 | Feb 9, 2010 |
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3 moves match.