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 Rhame & Gorrell Wealth Management
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 |
|---|---|---|---|---|---|
| James T Leever | Rhame & Gorrell Wealth Management independent RIA | Alliancebernstein L.P. other | Other | Jul 22, 2021 | Aug 19, 2021 |
| George Musselman | Rhame & Gorrell Wealth Management independent RIA | Hfg Wealth Management, LLC independent RIA | RIA to RIA | Nov 14, 2018 | Feb 11, 2019 (89 d) |
| James Patton Webb | Rhame & Gorrell Wealth Management independent RIA | United Planners' Financial Services Of America A Limited Partner independent RIA | RIA to RIA | May 31, 2018 | May 25, 2018 |
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3 moves match.