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 Holifield Financial Advisory Services/Prosper Financial Advisers
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 |
|---|---|---|---|---|---|
| Rhonda Karen Holifield | Holifield Financial Advisory Services/Prosper Financial Advisers no RAUM | Waverly Advisors, LLC independent RIA | Other | Apr 25, 2024 | Dec 8, 2023 |
| Cheryl Benton Bott | Holifield Financial Advisory Services/Prosper Financial Advisers no RAUM | Waverly Advisors, LLC independent RIA | Other | Apr 25, 2024 | Feb 5, 2024 |
| Buddy Brisco Farmer | Holifield Financial Advisory Services/Prosper Financial Advisers other | Bf Financial Group unclassified | Other | Oct 24, 2016 | Jan 5, 2017 (73 d) |
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3 moves match.