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 Pwjohnson Wealth Management
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 |
|---|---|---|---|---|---|
| Henry Steven Reed | Pwjohnson Wealth Management other | Assetmark, Inc. BD affiliated | Other | Aug 5, 2020 | Aug 17, 2021 (377 d) |
| Peter William Johnson | Pwjohnson Wealth Management other | Oneascent Financial Services LLC independent RIA | Other | Dec 20, 2018 | Dec 21, 2018 |
| Arthur Fredric Green | Pwjohnson Wealth Management other | Cognizant Wealth Advisors independent RIA | Other | Feb 27, 2012 | Apr 10, 2012 (43 d) |
| Jason Robert Papier | Pwjohnson Wealth Management other | Fluent Wealth Partners other | Other | Aug 27, 2009 | Aug 28, 2009 |
Page 1 of 1
4 moves match.