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 Garth & Brown Investment 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.

AdvisorFromToTypeLeftRegistered
Emerson Matthews BrownGarth & Brown Investment Management, LLC state registeredTruist Advisory Services, Inc. otherOtherApr 7, 2017Apr 19, 2017
John Patterson CoreyGarth & Brown Investment Management, LLC state registeredM Holdings Securities, Inc. otherOtherMay 2, 2012May 11, 2012
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2 moves match.