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 Everbank 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.

AdvisorFromToTypeLeftRegistered
Matthew Scott PaulsellEverbank Wealth Management otherWells Fargo Advisors wirehouseOtherFeb 22, 2018Mar 1, 2019 (372 d)
Brendan Christopher NormileEverbank Wealth Management otherNisa Investment Advisors, LLC institutionalOtherDec 1, 2017Oct 18, 2019 (686 d)
Mark Alexander MartorellEverbank Wealth Management otherBb&T Securities, LLC BD affiliatedOtherSep 7, 2017Jun 27, 2018 (293 d)
Vanessa Marie ValentinoEverbank Wealth Management otherEdward Jones national BDOtherAug 5, 2016Aug 10, 2016
Jamie Lynn HoganEverbank Wealth Management otherRaymond James & Associates, Inc. national BDOtherJun 12, 2015May 15, 2015
Christopher Ramesh LakumbEverbank Wealth Management otherRivernorth Capital Management, LLC otherOtherSep 9, 2013Oct 22, 2013 (43 d)
Joann Michelle JollyEverbank Wealth Management otherWells Fargo Advisors wirehouseOtherAug 28, 2013Jun 30, 2014 (306 d)
Richard T. SopherEverbank Wealth Management otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherDec 31, 2011Mar 15, 2012 (75 d)
Page 1 of 1
8 moves match.