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 Shelton Financial Group, 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 |
|---|---|---|---|---|---|
| Jeffrey A Shelton | Shelton Financial Group, Inc. other | USA Financial Securities LLC other | Other | Feb 12, 2018 | Jan 17, 2018 |
| Brian Lee Nieuwlandt | Shelton Financial Group, Inc. other | USA Financial Securities LLC other | Other | Feb 12, 2018 | Jan 17, 2018 |
| Jason E White | Shelton Financial Group, Inc. other | USA Financial Securities LLC other | Other | Feb 12, 2018 | Jan 17, 2018 |
| Matthew Eric Fry | Shelton Financial Group, Inc. other | USA Financial Securities LLC other | Other | Feb 12, 2018 | Jan 17, 2018 |
| Michelle Marie Hipskind | Shelton Financial Group, Inc. other | Sym Financial Advisors other | Other | Nov 11, 2016 | Apr 5, 2017 (145 d) |
| Theresa Ayers | Shelton Financial Group, Inc. other | Lincoln Financial Distributors, Inc. unclassified | Other | Oct 13, 2010 | Nov 30, 2010 (48 d) |
| Joseph Thomas Wiegand | Shelton Financial Group, Inc. other | Cetera Advisor Networks LLC other | Other | Apr 7, 2009 | Mar 26, 2009 |
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7 moves match.