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 Harvest Financial 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.

AdvisorFromToTypeLeftRegistered
William Joseph HopkeHarvest Financial Group, LLC otherBallardsville Investment Advisors state registeredOtherFeb 23, 2017Feb 15, 2017
Patrick Carroll PeasonHarvest Financial Group, LLC otherSound Income Strategies, LLC otherOtherFeb 12, 2016Feb 12, 2016
Angel Richelle WayHarvest Financial Group, LLC otherIntegrity Alliance, LLC otherOtherDec 22, 2015Nov 5, 2015
George EliasHarvest Financial Group, LLC otherIntegrity Alliance, LLC otherOtherOct 13, 2015Sep 8, 2015
Timothy Hartsfield NasworthyHarvest Financial Group, LLC otherArsenal 401k Advisors state registeredOtherSep 4, 2014Oct 21, 2014 (47 d)
Sidney Reese SmithHarvest Financial Group, LLC otherRoyal Fund Management, LLC otherOtherDec 17, 2013Dec 17, 2013
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6 moves match.