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 Paraklete Financial, 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 |
|---|---|---|---|---|---|
| Carolyn Virginia Larsen-Wieber | Paraklete Financial, Inc. state registered | Clw Financial Planning LLC state registered | Other | Dec 31, 2016 | Jun 28, 2018 (544 d) |
| Angie Marie Grainger | Paraklete Financial, Inc. state registered | Black Belt Financial And Insurance Services, Inc. unclassified | Other | Aug 8, 2012 | Jan 14, 2013 (159 d) |
| Tommy Neal Foushee | Paraklete Financial, Inc. state registered | LPL Financial LLC BD affiliated | Other | Dec 2, 2011 | Aug 22, 2023 (4281 d) |
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3 moves match.