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 Bruton 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.

AdvisorFromToTypeLeftRegistered
James Marshall BrutonBruton Financial Advisors, LLC mixed wealthBruton Chisnell Advisors, LLC mixed wealthRIA to RIAMar 30, 2018Mar 23, 2018
Benjamin Culver BrutonBruton Financial Advisors, LLC mixed wealthBruton Chisnell Advisors, LLC mixed wealthRIA to RIAMar 30, 2018Mar 23, 2018
Michael Anthony ChisnellBruton Financial Advisors, LLC mixed wealthBruton Chisnell Advisors, LLC mixed wealthRIA to RIAMar 30, 2018Mar 23, 2018
Margaret Matthews ToddBruton Financial Advisors, LLC otherWells Fargo Advisors wirehouseOtherMay 15, 2015May 4, 2015
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4 moves match.