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

Arrivals at Wesbanco Securities, Inc.

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
Brian Andrew HillRaymond James Financial Services Advisors, Inc otherWesbanco Securities, Inc. BD affiliatedOtherApr 18, 2013Apr 17, 2013
Deanna PatrickPnc Wealth Management otherWesbanco Securities, Inc. BD affiliatedOtherJun 19, 2012Jun 21, 2012
Edward Alexander KingeryChase Investment Services Corp. otherWesbanco Securities, Inc. BD affiliatedOtherDec 16, 2011Aug 4, 2020 (3154 d)
Ronald Craig DeanHuntington Financial Advisors otherWesbanco Securities, Inc. BD affiliatedOtherDec 5, 2011Feb 3, 2012 (60 d)
Brian Patrick DeanChase Investment Services Corp. otherWesbanco Securities, Inc. BD affiliatedOtherNov 13, 2009Dec 15, 2009 (32 d)
Debra Lynn GordonAmfin Investment Services, Inc. unclassifiedWesbanco Securities, Inc. BD affiliatedOtherMar 30, 2009Apr 8, 2009
James Ebon StarcherBb&T Investment Services, Inc. no RAUMWesbanco Securities, Inc. BD affiliatedOtherMar 13, 2006Apr 4, 2006
Howard Joseph BertramEquitable Advisors, LLC national BDWesbanco Securities, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherOct 14, 2005Jan 19, 2006 (97 d)
Steven RyanChase Investment Services Corp. otherWesbanco Securities, Inc. BD affiliatedOtherSep 27, 2005Oct 18, 2005
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69 moves match.