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 Price Wealth, 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 |
|---|---|---|---|---|---|
| Eric Montgomery Price | Price Wealth, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Sep 30, 2020 | Oct 7, 2020 |
| Susan Leonard Wittliff | Price Wealth, LLC independent RIA | Pathstone independent RIA | RIA to RIA | Sep 30, 2020 | Oct 20, 2020 |
| Brian Christopher Aylieff | Price Wealth, LLC other | Swbc Investment Advisory Services LLC no RAUM | Other | Oct 3, 2012 | Dec 21, 2012 (79 d) |
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3 moves match.