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 Libertas Wealth Management Group, Inc.
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 |
|---|---|---|---|---|---|
| Zachary Scott Leedom | Libertas Wealth Management Group, Inc. independent RIA | Surepath Wealth Management unclassified | Other | Dec 12, 2019 | Jan 2, 2020 |
| Heather Nicole Atkins | Libertas Wealth Management Group, Inc. independent RIA | Johnson Brunetti independent RIA | RIA to RIA | Jul 30, 2019 | Aug 8, 2019 |
| Andrew Houston Barton | Libertas Wealth Management Group, Inc. independent RIA | Facet independent RIA | RIA to RIA | Mar 14, 2017 | Sep 23, 2018 (558 d) |
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3 moves match.