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 Donoghue Forlines 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 |
|---|---|---|---|---|---|
| Steven Grady Carver | Donoghue Forlines LLC asset manager | LPL Financial LLC BD affiliated | Other | Apr 5, 2023 | May 18, 2023 (43 d) |
| Kyle Patrick Soucy | Donoghue Forlines LLC asset manager | Paulson Investment Advisors, LLC unclassified | Other | Jul 31, 2020 | Aug 7, 2020 |
| James Patrick Pritchard | Donoghue Forlines LLC asset manager | Saxony Capital Management, LLC independent RIA | Other | Apr 30, 2020 | Dec 8, 2020 (222 d) |
| Anthony P Mazzariello | Donoghue Forlines LLC other | Edward Jones national BD | Other | Dec 20, 2019 | Apr 13, 2018 |
| Byron Thomas Ramult | Donoghue Forlines LLC other | Wealth Enhancement Advisory Services, LLC BD affiliated | Other | Dec 20, 2019 | Sep 2, 2021 (622 d) |
| Wayne Washowich | Donoghue Forlines LLC other | Absolute Capital Management, LLC independent RIA | Other | Mar 25, 2019 | Jun 6, 2019 (73 d) |
| Nathaniel Omeltchenko | Donoghue Forlines LLC other | Stifel, Nicolaus & Company, Incorporated national BD | Other | Mar 25, 2019 | Mar 31, 2020 (372 d) |
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7 moves match.