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 The Bottom Line Wealth Management Ltd.
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 |
|---|---|---|---|---|---|
| Dennis Eugene Zaderaka | The Bottom Line Wealth Management Ltd. state registered | Zaderaka, Dennis unclassified | Other | Dec 19, 2022 | Jan 23, 2025 (766 d) |
| James Gerard Huhn | The Bottom Line Wealth Management Ltd. state registered | Sunrift Capital Partners LLC state registered | Other | Apr 7, 2022 | Jul 9, 2021 |
| Clay Thomas Symington | The Bottom Line Wealth Management Ltd. state registered | Cuna Brokerage Services, Inc. BD affiliated | Other | Jun 10, 2021 | Jan 11, 2022 (215 d) |
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3 moves match.