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 New Market 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 |
|---|---|---|---|---|---|
| Daryl Lee Deke | New Market Wealth Management, LLC independent RIA | Captrust institutional | Other | Mar 28, 2022 | Jan 6, 2022 |
| Kelly Ann Cullen Gentles | New Market Wealth Management, LLC independent RIA | Captrust institutional | Other | Mar 28, 2022 | Jan 3, 2023 (281 d) |
| Jennifer Baker Cook | New Market Wealth Management, LLC independent RIA | Capital Bank And Trust Company mixed wealth | RIA to RIA | Aug 2, 2018 | Jun 24, 2020 (692 d) |
| Zachary Harrison Bindler | New Market Wealth Management, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Apr 13, 2018 | Jun 11, 2018 (59 d) |
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4 moves match.