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 Bellwether Investment Group, 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 |
|---|---|---|---|---|---|
| Notley Sidney Maddox | Bellwether Investment Group, LLC other | Capital Square, LLC no RAUM | Other | Jan 3, 2017 | Jan 10, 2017 |
| Stacy Womble Eaton | Bellwether Investment Group, LLC other | Capital Square, LLC no RAUM | Other | Jan 3, 2017 | Jan 9, 2017 |
| Jeffrey Guy Shelton | Bellwether Investment Group, LLC other | Capital Square, LLC no RAUM | Other | Jan 3, 2017 | Jan 10, 2017 |
| Suzanne Johnson Burrell | Bellwether Investment Group, LLC other | Capital Square, LLC no RAUM | Other | Jan 3, 2017 | Jan 10, 2017 |
| Mark Parmer Massey | Bellwether Investment Group, LLC other | Capital Square, LLC no RAUM | Other | Jan 3, 2017 | Jan 9, 2017 |
| Samuel Douglas Simpson | Bellwether Investment Group, LLC other | Capital Square, LLC no RAUM | Other | Jan 3, 2017 | Jan 6, 2017 |
| Celeste Mari Friend | Bellwether Investment Group, LLC other | Valic Financial Advisors, Inc. other | Other | Jan 31, 2013 | Feb 4, 2013 |
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7 moves match.