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 Selective Wealth Management, 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 |
|---|---|---|---|---|---|
| Seth Mcneil Deaver | Selective Wealth Management, Inc. independent RIA | Netadvizor Wealth LLC state registered | RIA to a state-registered adviser | Nov 11, 2024 | Nov 26, 2024 |
| James L. Spickard | Selective Wealth Management, Inc. independent RIA | Advanta Wealth Management state registered | RIA to a state-registered adviser | Sep 7, 2023 | Aug 8, 2023 |
| John Victor Ryan | Selective Wealth Management, Inc. independent RIA | Novare Capital Management independent RIA | RIA to RIA | Aug 31, 2022 | Sep 12, 2022 |
| Christopher John Charte | Selective Wealth Management, Inc. independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | May 19, 2022 | Jun 22, 2022 (34 d) |
Page 1 of 1
4 moves match.