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 Pettyjohn, Wood & White, 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 |
|---|---|---|---|---|---|
| Kathleen Seifert Graves | Truist Advisory Services, Inc. BD affiliated | Pettyjohn, Wood & White, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 10, 2023 | Jan 10, 2024 (92 d) |
| Gorham Barney Wood | Wood & White Investment Advisors, L.L.C. other | Pettyjohn, Wood & White, Inc. other | Other | Feb 20, 2014 | Jan 4, 2013 |
| Charles Baber White | Wood & White Investment Advisors, L.L.C. other | Pettyjohn, Wood & White, Inc. other | Other | Feb 20, 2014 | Jan 4, 2013 |
| Charles Shepherd Nowlin | Wood & White Investment Advisors, L.L.C. other | Pettyjohn, Wood & White, Inc. other | Other | Feb 20, 2014 | Feb 12, 2014 |
| Brian Kevin Blankinship | Bb&T Investment Services, Inc. no RAUM | Pettyjohn, Wood & White, Inc. other | Other | Jan 5, 2007 | Nov 8, 2007 (307 d) |
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5 moves match.