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 Candor Wealth Advisors 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 Claude Provine | Candor Wealth Advisors LLC other | Tradition Asset Management LLC no RAUM | Other | Jan 5, 2016 | May 8, 2019 (1219 d) |
| Casey John Wieczorek | Candor Wealth Advisors LLC other | Tradition Capital Management LLC other | Other | Jan 5, 2016 | Jun 8, 2015 |
| Frani Michele Feit | Candor Wealth Advisors LLC other | Tradition Capital Management LLC other | Other | Jan 5, 2016 | Feb 4, 2016 |
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3 moves match.