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 Calvary 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 |
|---|---|---|---|---|---|
| Broadus William Cleveland | Calvary Wealth, LLC independent RIA | Hb Wealth independent RIA | RIA to RIA | Aug 11, 2023 | Sep 7, 2023 |
| William Bennett Evans | Calvary Wealth, LLC independent RIA | Asset Advisors independent RIA | RIA to RIA | Apr 3, 2023 | May 18, 2023 (45 d) |
| Clayton Rolf Quamme | Calvary Wealth, LLC independent RIA | Ap Wealth Management independent RIA | RIA to RIA | Apr 4, 2019 | Apr 17, 2019 |
| John Brian Preston | Calvary Wealth, LLC other | Abound Wealth Management, LLC no RAUM | Other | Dec 31, 2016 | Jan 10, 2017 |
| Bo Barret Hanson | Calvary Wealth, LLC other | Abound Wealth Management, LLC no RAUM | Other | Dec 31, 2016 | Jan 3, 2017 |
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5 moves match.