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 Virtue Wealth Counsel, 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 |
|---|---|---|---|---|---|
| Richard Wayne Warner | Virtue Wealth Counsel, LLC state registered | Impact Partnership Wealth, LLC independent RIA | Other | Mar 31, 2022 | Apr 6, 2022 |
| Frank D Davis | Virtue Wealth Counsel, LLC state registered | Gradient Advisors, LLC independent RIA | Other | Nov 5, 2021 | Nov 5, 2021 |
| Brett Reed Castinado | Virtue Wealth Counsel, LLC state registered | Cws Wealth Partners state registered | Other | Oct 29, 2021 | Oct 7, 2021 |
| Mark Gerard Munger | Virtue Wealth Counsel, LLC state registered | Gradient Advisors, LLC independent RIA | Other | Mar 12, 2021 | Sep 22, 2021 (194 d) |
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4 moves match.