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 Ssn Advisory, 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 |
|---|---|---|---|---|---|
| Richard S Sentnor | Ssn Advisory, Inc. other | Next Financial Group, Inc. other | Other | Jan 31, 2006 | Feb 1, 2006 |
| Jack Malarik | Ssn Advisory, Inc. other | Cunningham Wealth Management other | Other | Jul 22, 2005 | Oct 15, 2009 (1546 d) |
| Sean Taylor Wilson | Ssn Advisory, Inc. other | Amsouth Investment Management Company LLC unclassified | Other | May 23, 2005 | Jan 17, 2006 (239 d) |
| Heath J Smargiasso | Ssn Advisory, Inc. other | Scofield & Company, LLC other | Other | Feb 23, 2005 | Feb 10, 2005 |
| Michael John Hull | Ssn Advisory, Inc. other | Hull Wealth Management independent RIA | Other | Oct 28, 2004 | Aug 18, 2004 |
| James Dietzen Bratcher | Ssn Advisory, Inc. other | Financial Management Advisors, Inc. independent RIA | Other | Sep 28, 2004 | Jan 1, 2026 (7765 d) |
| Gaines C Walker | Ssn Advisory, Inc. other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Sep 21, 2004 | Sep 16, 2004 |
| Stephen Joe Williams | Ssn Advisory, Inc. other | Lifecourse Capital, Inc. independent RIA | Other | Jul 9, 2004 | Feb 25, 2005 (231 d) |
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188 moves match.