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 Great Valley Advisor Group, 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 |
|---|---|---|---|---|---|
| Kathy Ann Mohn | Great Valley Advisor Group, LLC other | Private Advisor Group, LLC other | Other | Aug 24, 2016 | Aug 3, 2016 |
| Kevin Arthur Rhodes | Great Valley Advisor Group, LLC other | Private Advisor Group, LLC other | Other | Aug 24, 2016 | Aug 9, 2016 |
| David Frederick Guensch | Great Valley Advisor Group, LLC other | Lombard Advisers Incorporated independent RIA | Other | Aug 3, 2016 | Jul 20, 2016 |
| Robert Michael Clinton | Great Valley Advisor Group, LLC other | Clinton Wealth Management LLC unclassified | Other | Dec 15, 2015 | Sep 30, 2015 |
| Mark Mclain Reichow | Great Valley Advisor Group, LLC other | Advisors' Pride Inc. other | Other | Dec 15, 2015 | Feb 3, 2017 (416 d) |
| Andrew Karl Maron | Great Valley Advisor Group, LLC other | Signator Investors, Inc. other | Other | Nov 10, 2014 | Oct 24, 2014 |
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66 moves match.