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 Capital Wealth Advisors
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 |
|---|---|---|---|---|---|
| William Nick Beynon | Capital Wealth Advisors other | Cwa Asset Management Group other | Other | Dec 31, 2019 | Jan 24, 2012 |
| Blaine Michael Ferguson | Capital Wealth Advisors other | Cwa Asset Management Group other | Other | Dec 31, 2019 | Jan 24, 2012 |
| William Nick Beynon | Capital Wealth Advisors other | Atrium Global Bond Fund, LLC unclassified | Other | Dec 31, 2010 | Jul 24, 2009 |
| Gary Benjamin Price | Capital Wealth Advisors other | Fifth Avenue Family Office independent RIA | Other | Dec 31, 2010 | Jun 29, 2021 (3833 d) |
| Blaine Michael Ferguson | Capital Wealth Advisors other | Atrium Global Bond Fund, LLC unclassified | Other | Dec 31, 2010 | Jul 24, 2009 |
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5 moves match.