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 Braver Wealth Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Christopher Sean Deeley | Lmcg Investments, LLC other | Braver Wealth Management, LLC other | Other | Feb 3, 2016 | Oct 14, 2016 (254 d) |
| Stephen Ellsworth Johnson | Charles Schwab & Co., Inc. national BD | Braver Wealth Management, LLC other | Other | Apr 25, 2014 | May 1, 2014 |
| Brian Joseph Sullivan | F-Squared Investments, Inc other | Braver Wealth Management, LLC other | Other | Jun 10, 2013 | Nov 25, 2014 (533 d) |
| Mary Kathryn Konetzny | Eaton Vance Management other | Braver Wealth Management, LLC other | Other | Dec 2, 2010 | Jan 14, 2011 (43 d) |
| David Alan Fontaine | Trustee Empowerment & Protection, Inc. other | Braver Wealth Management, LLC other | Other | Jul 2, 2009 | Jul 2, 2009 |
| Bradley Keith Sharp | Strategic Advisers LLC national BD | Braver Wealth Management, LLC other | Other | Sep 12, 2008 | Nov 18, 2008 (67 d) |
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6 moves match.