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 Tuttle 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.

AdvisorFromToTypeLeftRegistered
Matthew Benjamin TuttleTuttle Wealth Management, LLC otherTuttle Capital Management, LLC no RAUMOtherMar 31, 2018Aug 20, 2012
Andrew Jeff LiebaertTuttle Wealth Management, LLC otherTuttle Capital Management, LLC otherOtherMar 31, 2018Sep 26, 2014
Henry HowardTuttle Wealth Management, LLC otherTuttle Capital Management, LLC otherOtherSep 26, 2017May 20, 2014
Britton Rives WilliamsTuttle Wealth Management, LLC otherTuttle Capital Management, LLC otherOtherMay 11, 2017Jan 27, 2015
Lisa Semmes ElkinsTuttle Wealth Management, LLC otherTuttle Capital Management, LLC otherOtherMay 11, 2017Sep 18, 2014
Donald Mark JumpTuttle Wealth Management, LLC otherBelpointe Asset Management LLC otherOtherApr 13, 2017Apr 14, 2017
Terry Marvin RabeTuttle Wealth Management, LLC otherBelpointe Asset Management LLC otherOtherApr 13, 2017Apr 13, 2017
Clement Curtis BrandenburgTuttle Wealth Management, LLC otherBelpointe Asset Management LLC otherOtherMar 22, 2017Dec 23, 2016
Thomas M FormhalsTuttle Wealth Management, LLC otherTuttle Capital Management, LLC otherOtherJan 27, 2016Dec 17, 2014
Jennifer L KilbyTuttle Wealth Management, LLC otherLiberty Wealth Management, LLC otherOtherAug 26, 2015Sep 14, 2015
Michael Joseph MccormickTuttle Wealth Management, LLC otherFinancial Gravity Asset Management, Inc. otherOtherAug 19, 2014Aug 18, 2014
Mark Lawrence WalshTuttle Wealth Management, LLC otherWalsh Financial Consulting institutionalOtherMay 14, 2014Jun 26, 2014 (43 d)
Richard BlaneyTuttle Wealth Management, LLC otherBeechwood Financial Services, LLC unclassifiedOtherMay 9, 2014May 22, 2015 (378 d)
Matthew James AndersonTuttle Wealth Management, LLC other1st Global Advisors Inc otherOtherJun 19, 2013Jun 24, 2013
Jason Paul DyeTuttle Wealth Management, LLC otherGlass Jacobson Wealth Advisors otherOtherJul 17, 2012Oct 25, 2012 (100 d)
Michael B ReganTuttle Wealth Management, LLC otherGl Investment Services, LLC otherOtherNov 2, 2010Mar 31, 2011 (149 d)
Pasquale Joseph SacchettaTuttle Wealth Management, LLC otherCfig Investment Advisory Services, LLC state registeredOtherJun 10, 2009Feb 11, 2009
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17 moves match.