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 Levin Funding Group 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 |
|---|---|---|---|---|---|
| Brandy C Maben | Levin Funding Group LLC independent RIA | Windrock Wealth Management independent RIA | RIA to RIA | Jul 22, 2022 | Jul 26, 2022 |
| Vincent Glenn Bicicchi | Levin Funding Group LLC independent RIA | Galvanize Wealth LLC state registered | RIA to a state-registered adviser | Jul 8, 2019 | Apr 24, 2020 (291 d) |
| Jared Duane Williams | Levin Funding Group LLC independent RIA | Heritage Wealth Management, LLC other | Other | Jan 2, 2019 | Jul 11, 2016 |
Page 1 of 1
3 moves match.