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 Accuvest Global Advisors, 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 |
|---|---|---|---|---|---|
| Christopher Scott Heyman | Accuvest Global Advisors, Inc. asset manager | Rovin Capital independent RIA | Other | Aug 1, 2022 | Apr 24, 2023 (266 d) |
| Dustin Blodgett | Accuvest Global Advisors, Inc. mixed wealth | Cetera Advisor Networks LLC BD affiliated | RIA to affiliated broker-dealer or bank | May 4, 2018 | Mar 15, 2019 (315 d) |
| David Matthew Allen | Accuvest Global Advisors, Inc. other | Cetera Investment Advisers LLC BD affiliated | Other | Apr 29, 2016 | Jun 29, 2023 (2617 d) |
Page 1 of 1
3 moves match.