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 Avondale Partners, 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
Waymon Reuben TiptonAvondale Partners, LLC institutionalJ.J.B. Hilliard, W.L. Lyons, LLC independent RIAOtherApr 1, 2019Jun 25, 2018
Benjamin Tallman MayAvondale Partners, LLC institutionalJ.J.B. Hilliard, W.L. Lyons, LLC independent RIAOtherApr 1, 2019Jun 25, 2018
Joel Wesley CochranAvondale Partners, LLC institutionalWedbush Securities Inc. otherOtherNov 2, 2018Aug 21, 2018
Mackenzie CunninghamAvondale Partners, LLC institutionalWedbush Securities Inc. BD affiliatedOtherNov 2, 2018Nov 9, 2018
David Nathan HaleAvondale Partners, LLC institutionalPerigon Wealth Management, LLC independent RIAOtherSep 5, 2018May 1, 2018
Steven Walter GlasgowAvondale Partners, LLC institutionalIic no RAUMOtherMay 15, 2018Jun 18, 2014
Jordan Fleming SiblerAvondale Partners, LLC institutionalIic no RAUMOtherMay 15, 2018Jun 18, 2014
Danielle Rose O'BrienAvondale Partners, LLC institutionalJanney Montgomery Scott LLC BD affiliatedOtherMay 15, 2018May 17, 2018
James Francis MurphyAvondale Partners, LLC institutionalJ.J.B. Hilliard, W.L. Lyons, LLC independent RIAOtherMay 11, 2018May 9, 2018
Norman Wayne JordanAvondale Partners, LLC otherM Holdings Securities, Inc. BD affiliatedOtherMay 1, 2018May 30, 2018
John David SantiAvondale Partners, LLC otherKimery Wealth Management, LLC independent RIAOtherApr 18, 2018Apr 19, 2018
David MorrisAvondale Partners, LLC otherNashville Financial Services Pllc unclassifiedOtherAug 17, 2016Sep 15, 2016
Sarah Jane ZinkAvondale Partners, LLC otherBright Investments, LLC independent RIAOtherSep 16, 2015Dec 11, 2015 (86 d)
Terry Darold DavisAvondale Partners, LLC otherMorgan Stanley wirehouseOtherMar 9, 2012Mar 26, 2012
Robert Owen WalkerAvondale Partners, LLC otherTrustcore Financial Services, LLC otherOtherJun 25, 2010Jul 12, 2010
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15 moves match.