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 Adviseme National 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.

AdvisorFromToTypeLeftRegistered
Debora Marie StranmanAdviseme National Advisors otherIndependent Financial Group, LLC otherOtherJul 23, 2021Jan 5, 2017
Glen Fredrick ColwellAdviseme National Advisors otherIndependent Financial Group, LLC otherOtherFeb 25, 2021Nov 16, 2015
Brandon L DunnAdviseme National Advisors otherMarcum Wealth, LLC independent RIAOtherDec 7, 2020Dec 2, 2020
Ivana MusaAdviseme National Advisors otherIndependent Financial Group, LLC otherOtherAug 10, 2018Aug 1, 2014
James Mcrae IzettAdviseme National Advisors otherOnedigital otherOtherJul 20, 2017May 12, 2017
Javier Enrique Cordero CondeAdviseme National Advisors otherOnedigital otherOtherApr 3, 2017Mar 27, 2017
Douglas Andrew MccarthyAdviseme National Advisors otherOnedigital otherOtherMar 17, 2017Feb 6, 2017
Sean Allen OrickAdviseme National Advisors otherIndependent Financial Group, LLC otherOtherMar 17, 2017Jul 31, 2014
Daniel Stuart WatsonAdviseme National Advisors otherOnedigital otherOtherMar 17, 2017Feb 26, 2019 (711 d)
William Payne Adams OrrAdviseme National Advisors otherForesters Equity Services, Inc. otherOtherAug 12, 2015Feb 19, 2016 (191 d)
Enrique Antonio Vazquez-BouAdviseme National Advisors otherKovack Advisors, Inc. otherOtherJul 15, 2015Jul 8, 2015
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11 moves match.