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 Wealth Consultants, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Timothy Robert Marshall | Global Wealth Consultants, LLC other | Mariner Wealth Advisors other | Other | Jul 15, 2016 | Aug 15, 2016 (31 d) |
| Mark Anthony Matos | Global Wealth Consultants, LLC other | Hbks Wealth Advisors other | Other | Mar 7, 2016 | Feb 12, 2016 |
| Jeffrey Alan Carney | Global Wealth Consultants, LLC other | Capital Wealth Planning, LLC independent RIA | Other | Feb 2, 2012 | Nov 29, 2021 (3588 d) |
| Paul Henry Barlow | Global Wealth Consultants, LLC other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Feb 23, 2011 | Mar 28, 2011 (33 d) |
| Nicholas Alexander Wychocki | Global Wealth Consultants, LLC other | Commonwealth Financial Network national BD | Other | Sep 20, 2010 | Aug 9, 2010 |
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5 moves match.