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 Holloway Wealth Management, 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.

AdvisorFromToTypeLeftRegistered
Jonathon Edward VisscherHolloway Wealth Management, LLC independent RIAArs Wealth Advisors independent RIARIA to RIAMay 11, 2022May 20, 2022
Samuel Norris HollowayHolloway Wealth Management, LLC independent RIAArs Wealth Advisors independent RIARIA to RIAMay 11, 2022May 16, 2022
Caroline Jennings HollowayHolloway Wealth Management, LLC independent RIAArs Wealth Advisors independent RIARIA to RIAMay 11, 2022May 24, 2022
Jessica Michelle MarshallHolloway Wealth Management, LLC independent RIAArs Wealth Advisors independent RIARIA to RIAMay 11, 2022Jun 14, 2022 (34 d)
Kayla Ashley MarjanovicHolloway Wealth Management, LLC independent RIAShepherd Wealth & Retirement unclassifiedOtherNov 15, 2018Dec 21, 2018 (36 d)
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5 moves match.