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 Global Trust
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 |
|---|---|---|---|---|---|
| Alexia Mccluskey | Global Trust independent RIA | Castle Island Wealth independent RIA | RIA to RIA | Dec 31, 2024 | May 15, 2025 (135 d) |
| Joseph Harold Littky | Global Trust independent RIA | Nottingham Wealth Partners, Inc. no RAUM | RIA to a newly registered adviser | Nov 1, 2019 | Feb 26, 2020 (117 d) |
| Paul J Abbott | Global Trust independent RIA | Pruco Securities, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Sep 16, 2019 | Sep 18, 2019 |
| Andrew Lawrence Kleinman | Global Trust other | Stoever Glass Wealth Management, Inc. other | Other | Jun 27, 2016 | Sep 1, 2016 (66 d) |
| Timothy Henry Schmedes | Global Trust other | Coastal Way Financial Group, LLC state registered | Other | Mar 11, 2016 | Oct 30, 2017 (598 d) |
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5 moves match.