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 Toth Financial Advisory Corp
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 |
|---|---|---|---|---|---|
| Thomas Andrew Toth | Glass Jacobson Wealth Advisors independent RIA | Toth Financial Advisory Corp independent RIA | RIA to RIA | Jul 20, 2022 | Sep 2, 2022 (44 d) |
| Brendan Patrick Hughes | Strategic Advisers LLC national BD | Toth Financial Advisory Corp other | Other | May 9, 2006 | Jul 20, 2006 (72 d) |
| Brawn Curtis Sproul | Ameritas Advisory Services other | Toth Financial Advisory Corp other | Other | May 3, 2006 | Jul 20, 2006 (78 d) |
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3 moves match.