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 Fourthought Private Wealth
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 |
|---|---|---|---|---|---|
| Scott George Pinkerton | Fourthought Private Wealth independent RIA | Fourthought Financial Partners, LLC. no RAUM | RIA to a newly registered adviser | Dec 9, 2022 | Nov 14, 2022 |
| Bradley Bruce Patton | Fourthought Private Wealth independent RIA | Fourthought Financial Partners, LLC. no RAUM | RIA to a newly registered adviser | Dec 9, 2022 | Nov 9, 2022 |
| James D Stamper | Fourthought Private Wealth independent RIA | Fourthought Financial Partners, LLC. no RAUM | RIA to a newly registered adviser | Dec 9, 2022 | Nov 14, 2022 |
| Alexander Carson Wolfe | Fourthought Private Wealth independent RIA | Fourthought Financial Partners, LLC. no RAUM | RIA to a newly registered adviser | Dec 9, 2022 | Nov 9, 2022 |
| Alexander Curtis Herrington | Fourthought Private Wealth independent RIA | Fourthought Financial Partners, LLC. no RAUM | RIA to a newly registered adviser | Dec 9, 2022 | Nov 9, 2022 |
| Colton Montgomery Lightner | Fourthought Private Wealth independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | Nov 9, 2022 | Nov 1, 2022 |
| Ryan Lloyd Henderson | Fourthought Private Wealth independent RIA | Fidelity Personal And Workplace Advisors BD affiliated | RIA to affiliated broker-dealer or bank | Jan 18, 2022 | Apr 7, 2022 (79 d) |
| William Lee Mehserle | Fourthought Private Wealth independent RIA | Homrich Berg independent RIA | RIA to RIA | Apr 29, 2021 | Jun 17, 2021 (49 d) |
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8 moves match.