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 Paces Ferry 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.

AdvisorFromToTypeLeftRegistered
Thomas Edwin MirthPaces Ferry Wealth Advisors, LLC independent RIAKestra Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 10, 2024Jun 17, 2024
Nicholas James SturgisPaces Ferry Wealth Advisors, LLC independent RIAWaverly Advisors, LLC independent RIARIA to RIASep 11, 2023Sep 18, 2023
Hannah O SleddPaces Ferry Wealth Advisors, LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseOct 13, 2022Aug 4, 2022
Connor Bowman JabsPaces Ferry Wealth Advisors, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseNov 15, 2021Mar 8, 2022 (113 d)
Rachel Moore MolinaPaces Ferry Wealth Advisors, LLC independent RIACapital Investment Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankJun 11, 2021Jul 30, 2021 (49 d)
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5 moves match.