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 Poehling Capital Management, Inc.
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 |
|---|---|---|---|---|---|
| Gery Joseph Sadzewicz | Poehling Capital Management, Inc. independent RIA | Rothschild Wealth LLC no RAUM | Other | Mar 30, 2023 | Apr 18, 2012 |
| Anthony James Poehling | Poehling Capital Management, Inc. independent RIA | Holleyjo Wealth Advisors state registered | RIA to a state-registered adviser | Feb 21, 2019 | May 12, 2020 (446 d) |
| Daniel Justin Weiss | Poehling Capital Management, Inc. other | Leach, Bickmore & Weiss Wealth Management, LLC independent RIA | Other | Dec 16, 2015 | Oct 28, 2015 |
| Nathaniel Martin Leach | Poehling Capital Management, Inc. other | Leach, Bickmore & Weiss Wealth Management, LLC independent RIA | Other | Dec 16, 2015 | Oct 28, 2015 |
| Timothy Shane Bickmore | Poehling Capital Management, Inc. other | Leach, Bickmore & Weiss Wealth Management, LLC independent RIA | Other | Sep 25, 2015 | Sep 28, 2015 |
| Lawrence Edward Schamberger | Poehling Capital Management, Inc. other | Schamberger, Greylak & Utterback Wealth Management, LLC no RAUM | Other | Aug 5, 2010 | May 3, 2022 (4289 d) |
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6 moves match.