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 Old North State Trust, 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 |
|---|---|---|---|---|---|
| Kristopher Shea Abernethy | Avantax Advisory Services other | Old North State Trust, LLC other | Other | Dec 31, 2010 | Mar 30, 2015 (1550 d) |
| Kara Coville Boyd | Bb&T Asset Management, Inc. unclassified | Old North State Trust, LLC other | Other | Feb 5, 2009 | Mar 19, 2009 (42 d) |
| Stephen Wayne Gaskins | Citigroup Global Markets Inc. other | Old North State Trust, LLC other | Other | Feb 15, 2005 | Mar 18, 2005 (31 d) |
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3 moves match.