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 Harrison - De Charon, L.L.C.
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 |
|---|---|---|---|---|---|
| Rene Paul De Charon | Harrison - De Charon, L.L.C. other | Wealth Quest Partners, Inc. other | Other | Nov 12, 2015 | Jan 16, 2015 |
| Jeffrey Samuel Platt | Harrison - De Charon, L.L.C. other | Wealth Quest Partners, Inc. other | Other | Nov 12, 2015 | Jan 16, 2015 |
| Jeanni Patricia Harrison | Harrison - De Charon, L.L.C. other | Wealth Quest Partners, Inc. other | Other | Nov 12, 2015 | Jan 16, 2015 |
| Robin Ann Prichard Giles | Harrison - De Charon, L.L.C. other | Apex Wealth Management, LLC state registered | Other | Mar 19, 2012 | Feb 28, 2012 |
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4 moves match.