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 Locust Capital Management 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 |
|---|---|---|---|---|---|
| Brian Haydon Welsh | Locust Capital Management LLC other | Hbks Wealth Advisors other | Other | Dec 31, 2017 | Oct 6, 2017 |
| William Francis Casey | Locust Capital Management LLC other | Hbks Wealth Advisors other | Other | Dec 31, 2017 | Oct 6, 2017 |
| Augustine Anton Repetto | Locust Capital Management LLC other | Hbks Wealth Advisors other | Other | Dec 31, 2017 | Oct 6, 2017 |
| Andrew Walseth Purcell | Locust Capital Management LLC other | Hbks Wealth Advisors independent RIA | Other | Dec 31, 2017 | Oct 10, 2017 |
| Christopher James Hines | Locust Capital Management LLC other | Hbks Wealth Advisors other | Other | Dec 31, 2017 | Oct 6, 2017 |
| Thomas John Saunders | Locust Capital Management LLC other | Winthrop Partners - Wpa , LLC no RAUM | Other | Oct 3, 2016 | Jan 13, 2016 |
| Samuel Whitaker Feldbaum | Locust Capital Management LLC other | Rockwood Wealth Management, LLC other | Other | Jun 2, 2016 | Jun 11, 2016 |
| Mcbee Nmn Butcher | Locust Capital Management LLC other | Drexel Morgan & Co. other | Other | Dec 7, 2009 | Apr 5, 2010 (119 d) |
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8 moves match.