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 Buttonwood Financial Advisors, 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 |
|---|---|---|---|---|---|
| Rebecca Jernigan Blaschak | Buttonwood Financial Advisors, Inc. independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Jan 16, 2024 | Mar 15, 2024 (59 d) |
| Gennadiy Todd | Buttonwood Financial Advisors, Inc. independent RIA | Verdence Capital Advisors, LLC independent RIA | RIA to RIA | Feb 10, 2023 | May 11, 2023 (90 d) |
| Brittany Lynn Ringo | Buttonwood Financial Advisors, Inc. other | Autumn Financial Advisors, LLC state registered | Other | Aug 22, 2017 | Oct 23, 2017 (62 d) |
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3 moves match.