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 Wood & White Investment Advisors, L.L.C.
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 |
|---|---|---|---|---|---|
| Gorham Barney Wood | Wood & White Investment Advisors, L.L.C. other | Pettyjohn, Wood & White, Inc. other | Other | Feb 20, 2014 | Jan 4, 2013 |
| Charles Baber White | Wood & White Investment Advisors, L.L.C. other | Pettyjohn, Wood & White, Inc. other | Other | Feb 20, 2014 | Jan 4, 2013 |
| Charles Shepherd Nowlin | Wood & White Investment Advisors, L.L.C. other | Pettyjohn, Wood & White, Inc. other | Other | Feb 20, 2014 | Feb 12, 2014 |
| Brownie Polly | Wood & White Investment Advisors, L.L.C. other | Wells Fargo Advisors wirehouse | Other | Oct 4, 2010 | Sep 9, 2010 |
| John Michael Stone | Wood & White Investment Advisors, L.L.C. other | UBS Financial Services Inc. wirehouse | Other | Aug 5, 2005 | Aug 10, 2005 |
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5 moves match.