DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Davis Wealth Management
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 |
|---|---|---|---|---|---|
| Airis Alexander Abolins | Davis Wealth Management other | Hayden Royal other | Other | Apr 3, 2017 | Apr 3, 2017 |
| Joseph Richard Campbell | Davis Wealth Management other | Stratos Wealth Partners, Ltd other | Other | Sep 14, 2016 | Jul 20, 2016 |
| Renee Penland Sorrell | Davis Wealth Management other | Intercarolina Financial Services, Inc. mixed wealth | Other | Sep 12, 2016 | Aug 3, 2015 |
| Stephen Wayne Gaskins | Davis Wealth Management other | Stratos Wealth Partners, Ltd other | Other | Jun 21, 2016 | Jun 21, 2016 |
| Michael Clark Troy | Davis Wealth Management other | Red Reef Advisors LLC independent RIA | Other | Jun 7, 2016 | Jun 7, 2016 |
| Tory Adams Klinedinst | Davis Wealth Management other | Gaines Financial Group other | Other | Nov 20, 2014 | Nov 20, 2014 |
| Kate Cardillo Brown | Davis Wealth Management other | Fort Washington Investment Advisors Inc other | Other | Jun 20, 2011 | Sep 9, 2015 (1542 d) |
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7 moves match.