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 Huber Financial

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
David Joseph HuberHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Mar 16, 2020
Kimberly SpenceHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
Robert James WittHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 21, 2020
Robert Earl MorrisonHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
Douglas Ross MortonHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
William Vernon GunlicksHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
Edward Hunter CruickshankHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Mar 3, 2020
Jeremy Seth JosephHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Mar 3, 2020
Stephen BergmanHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 25, 2020
Maureen D WrightHuber Financial independent RIASavant Wealth Management independent RIARIA to RIAAug 2, 2020Feb 20, 2020
Kyle Patrick DealHuber Financial independent RIATelemus Capital, LLC independent RIARIA to RIAFeb 14, 2020Mar 13, 2020
Andrew W. A. MusbachHuber Financial independent RIAMd Wealth Management, LLC independent RIARIA to RIAJul 26, 2018Aug 10, 2018
Joshua Paul WalsheHuber Financial independent RIAFirst Command Advisory Services otherOtherApr 13, 2018Dec 15, 2015
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13 moves match.