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 Highland Financial Advisors, 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 |
|---|---|---|---|---|---|
| Peter James Mckenna | Highland Financial Advisors, LLC other | Modera Wealth Management, LLC independent RIA | Other | Mar 15, 2018 | Apr 24, 2018 (40 d) |
| Michael David Gibney | Highland Financial Advisors, LLC other | Modera Wealth Management, LLC other | Other | May 12, 2016 | Aug 2, 2016 (82 d) |
| Edward J Leach | Highland Financial Advisors, LLC other | Traphagen Financial Group other | Other | May 28, 2013 | Jan 28, 2014 (245 d) |
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3 moves match.