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 Mowery Capital Management, 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 |
|---|---|---|---|---|---|
| Frederick Eugene Mowery | Mowery Capital Management, LLC other | Worth Financial Group Inc. independent RIA | Other | May 3, 2022 | Jun 29, 2009 |
| Sheila Snowdon | Mowery Capital Management, LLC other | Global Financial Private Capital, Inc. other | Other | Feb 27, 2015 | Apr 29, 2016 (427 d) |
| James Willard Clark | Mowery Capital Management, LLC other | Worth Financial Group Inc. independent RIA | Other | Nov 6, 2013 | Jul 9, 2007 |
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3 moves match.