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 Johnstone Financial Advisors

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.

AdvisorFromToTypeLeftRegistered
Grant Carey JohnstoneJohnstone Financial Advisors independent RIAComposition Wealth, LLC independent RIARIA to RIADec 31, 2021Aug 19, 2021
Mark Alan RenardJohnstone Financial Advisors independent RIAComposition Wealth, LLC independent RIARIA to RIADec 31, 2021Aug 19, 2021
Stefanie Kathleen PickardJohnstone Financial Advisors independent RIAOld Growth Financial LLC state registeredRIA to a state-registered adviserDec 1, 2020Jun 1, 2021 (182 d)
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3 moves match.