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 Gold Medal Waters, 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 |
|---|---|---|---|---|---|
| David Harding Brown | Gold Medal Waters, Inc. independent RIA | Clear Skies Planning & Wealth unclassified | Other | May 1, 2024 | Aug 31, 2024 (122 d) |
| Tj Anthony Binkowski | Gold Medal Waters, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Mar 16, 2023 | Mar 15, 2023 |
| Andrew Gartland | Gold Medal Waters, Inc. independent RIA | Janney Montgomery Scott LLC other | Other | Jan 29, 2016 | Jun 7, 2016 (130 d) |
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3 moves match.