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 Arnett Carbis Toothman Wealth Advisors 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 |
|---|---|---|---|---|---|
| Cindy Samosky Mcghee | Arnett Carbis Toothman Wealth Advisors LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Aug 21, 2018 | Aug 1, 2018 |
| Christopher Erlewine | Arnett Carbis Toothman Wealth Advisors LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Aug 21, 2018 | Aug 6, 2018 |
| Jerry Allen Slone | Arnett Carbis Toothman Wealth Advisors LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Aug 21, 2018 | Aug 6, 2018 |
| Corey Eugene Altman | Arnett Carbis Toothman Wealth Advisors LLC independent RIA | Buckingham Strategic Wealth, LLC independent RIA | RIA to RIA | Aug 21, 2018 | Aug 1, 2018 |
| Brittney Michelle Miller | Arnett Carbis Toothman Wealth Advisors LLC other | Butcherjoseph Asset Management, LLC unclassified | Other | Jan 10, 2018 | Jan 22, 2018 |
| Jason Andrew Lunsford | Arnett Carbis Toothman Wealth Advisors LLC other | Ferris, Baker Watts, LLC unclassified | Other | Feb 11, 2008 | Apr 2, 2008 (51 d) |
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6 moves match.