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 Portfolio Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Maria Katharine Stalter | Portfolio Wealth Advisors other | Better Money Decisions independent RIA | Other | Sep 16, 2014 | Sep 19, 2014 |
| Jared Michael Hopkins | Portfolio Wealth Advisors other | Advice And Planning Services other | Other | Jul 14, 2014 | Oct 6, 2014 (84 d) |
| Bryan Robert Giron | Portfolio Wealth Advisors other | Better Money Decisions independent RIA | Other | Aug 19, 2013 | Sep 9, 2015 (751 d) |
| Nancy A Hetrick | Portfolio Wealth Advisors other | Ria Advisors other | Other | Oct 1, 2012 | Oct 1, 2012 |
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4 moves match.