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 Barnett & Co 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 |
|---|---|---|---|---|---|
| Carter Y Hansard | Cetera Investment Advisers LLC BD affiliated | Barnett & Co Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 3, 2021 | Oct 4, 2021 (62 d) |
| Sandra Dittus | Raymond James & Associates, Inc. national BD | Barnett & Co Inc other | Other | Apr 22, 2015 | Apr 30, 2015 |
| George Thompson Bryant | Hhm Wealth Advisors, LLC other | Barnett & Co Inc other | Other | Jul 14, 2014 | Aug 4, 2014 |
| Paul Francis Jacobs | Concourse Financial Group Advisors other | Barnett & Co Inc other | Other | Feb 1, 2012 | Apr 23, 2013 (447 d) |
| Charles Jonathan Emanuel | Morgan Keegan & Company, LLC other | Barnett & Co Inc other | Other | Dec 17, 2009 | Jan 27, 2011 (406 d) |
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5 moves match.