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 Nbw Capital 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 |
|---|---|---|---|---|---|
| Michael Thomas Whitney | Nbw Capital LLC no RAUM | Waverly Advisors, LLC independent RIA | Other | May 29, 2026 | Oct 10, 2025 |
| Sean Patrick Fitzgibbon | Nbw Capital LLC no RAUM | Waverly Advisors, LLC independent RIA | Other | May 29, 2026 | Oct 10, 2025 |
| Christopher Malcolm Blakely | Nbw Capital LLC no RAUM | Waverly Advisors, LLC independent RIA | Other | May 29, 2026 | Oct 10, 2025 |
| Hugh Russell Taylor | Nbw Capital LLC other | Taylor Wealth Management Partners no RAUM | Other | Sep 4, 2014 | Feb 21, 2014 |
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4 moves match.