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 Ameriserv Wealth Advisors 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ronald Michael Shostek | Loyalhanna Capital Management, LLC unclassified | Ameriserv Wealth Advisors Inc other | Other | Dec 31, 2022 | Nov 14, 2022 |
| Howard Lawrence Mcelfresh | Charles Schwab & Co., Inc. national BD | Ameriserv Wealth Advisors Inc other | Other | Feb 23, 2022 | Mar 6, 2025 (1107 d) |
| Geoffrey Joseph Deasey | Glenmede Investment Management, LP other | Ameriserv Wealth Advisors Inc other | Other | Apr 3, 2008 | Sep 28, 2012 (1639 d) |
| James Drew Harrington | Brinker Capital Inc other | Ameriserv Wealth Advisors Inc other | Other | Aug 24, 2007 | Jan 21, 2010 (881 d) |
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4 moves match.