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 Sandlapper Wealth 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Howard Davis | Sandlapper Wealth Management, LLC other | Cl Wealth Management LLC other | Other | Sep 15, 2014 | Jan 12, 2015 (119 d) |
| James Michael Tuohey | Sandlapper Wealth Management, LLC other | Bolmgren Retireplan, Inc. unclassified | Other | Nov 14, 2013 | May 27, 2015 (559 d) |
| Kimberly B Sparks | Sandlapper Wealth Management, LLC other | LPL Financial LLC other | Other | Aug 6, 2013 | Oct 30, 2013 (85 d) |
| Steven Douglas Meahan | Sandlapper Wealth Management, LLC other | Meahan Financial Services state registered | Other | Apr 23, 2013 | Apr 8, 2026 (4733 d) |
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4 moves match.