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 Liberty 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.

AdvisorFromToTypeLeftRegistered
Kenneth William HensonLPL Financial LLC independent RIALiberty Wealth Management, LLC otherOtherJul 13, 2018Aug 6, 2018
Ron L GuidiRobertson Stephens Advisors otherLiberty Wealth Management, LLC otherOtherAug 4, 2017Aug 24, 2017
Timothy Daniel GallagherE*Trade Capital Management, LLC otherLiberty Wealth Management, LLC otherOtherAug 19, 2016Jun 5, 2017 (290 d)
Jennifer L KilbyTuttle Wealth Management, LLC otherLiberty Wealth Management, LLC otherOtherAug 26, 2015Sep 14, 2015
Robert Alan LoveNew England Securities Corporation otherLiberty Wealth Management, LLC otherOtherMay 14, 2014Apr 15, 2014
Elaine Thompson-PerezMsi Financial Services, Inc. otherLiberty Wealth Management, LLC otherOtherMar 10, 2011Mar 30, 2011
Stephen Ernest MantzourisAtlas Capital Advisors Inc. otherLiberty Wealth Management, LLC otherOtherApr 26, 2010May 27, 2010 (31 d)
Paul Otto GelorminiSecurities America Advisors, Inc. otherLiberty Wealth Management, LLC otherOtherMar 30, 2010Mar 26, 2010
Charles Nicholas MooreCuna Brokerage Services, Inc. otherLiberty Wealth Management, LLC otherOtherJul 30, 2009Aug 5, 2009
Erik Jason KautzmannWells Fargo Advisors wirehouseLiberty Wealth Management, LLC otherOtherJan 26, 2009Dec 22, 2010 (695 d)
Daniel Dean Ross1st Global Advisors Inc otherLiberty Wealth Management, LLC otherOtherJun 13, 2008Jun 18, 2008
Adam Senator WiatrakQuest Capital Strategies, Inc. otherLiberty Wealth Management, LLC otherOtherJun 10, 2008Jun 16, 2008
Randy King BarkleyLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008Jul 11, 2008 (42 d)
Adam John McnultyLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008Oct 21, 2008 (144 d)
Balamir TrunecLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008Oct 22, 2008 (145 d)
David Lawrence HedgerLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008May 29, 2008
M. Benay Curtis-BauerLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008Oct 21, 2008 (144 d)
David James HollanderLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008Oct 22, 2008 (145 d)
Karl Erik HansenLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008Oct 21, 2008 (144 d)
David A MinorLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008Oct 22, 2008 (145 d)
Everett Lyle JohnsonLiberty Group, LLC unclassifiedLiberty Wealth Management, LLC otherOtherMay 30, 2008Jul 10, 2008 (41 d)
Gregory Charles O'DonnellOsaic Wealth, Inc. otherLiberty Wealth Management, LLC otherOtherMay 21, 2008May 23, 2008
Michael Terrence Hullen1st Global Advisors Inc otherLiberty Wealth Management, LLC otherOtherMay 5, 2008May 21, 2008
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23 moves match.