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 Outlook Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Jennifer Aguirre | Outlook Wealth Advisors, LLC independent RIA | United Advisors America independent RIA | RIA to RIA | Jul 25, 2024 | Sep 26, 2024 (63 d) |
| William C Artzberger | Outlook Wealth Advisors, LLC independent RIA | Fisher Investments independent RIA | RIA to RIA | Aug 31, 2020 | Sep 23, 2020 |
| William Clinton Mcnutt | Outlook Wealth Advisors, LLC no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Oct 5, 2018 | Nov 5, 2018 (31 d) |
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3 moves match.