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 Wall Advisors, 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.

AdvisorFromToTypeLeftRegistered
Hosler Lee WallWall Advisors, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 10, 2023Feb 10, 2023
Christopher James McgarveyWall Advisors, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 10, 2023Feb 8, 2023
Thomas Allen DicesareWall Advisors, Inc. independent RIAWaverly Advisors, LLC independent RIARIA to RIAMar 10, 2023Feb 7, 2023
Charles Taylor FossWall Advisors, Inc. otherCalton & Associates, Inc. otherOtherNov 20, 2013Nov 19, 2013
Nathan Harold DunhamWall Advisors, Inc. otherCalton & Associates, Inc. otherOtherNov 20, 2013Nov 19, 2013
Nicolas Shane ToadvineWall Advisors, Inc. otherCalton & Associates, Inc. otherOtherSep 26, 2013Oct 2, 2013
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6 moves match.