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 Martin Capital Partners, 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 |
|---|---|---|---|---|---|
| Nancy E Wakefield | Martin Capital Partners, LLC other | Integrated Advisors Network LLC independent RIA | Other | Nov 1, 2017 | Nov 7, 2017 |
| Reid Christopher Weaver | Martin Capital Partners, LLC other | Wcm Investment Management other | Other | Dec 31, 2016 | Aug 20, 2024 (2789 d) |
| Alex Mitchell Harding | Martin Capital Partners, LLC other | Tru Independence Asset Management, LLC no RAUM | Other | Dec 31, 2016 | Oct 27, 2015 |
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3 moves match.