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 Globalt 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 |
|---|---|---|---|---|---|
| Mark Wojtowicz | Bny Mellon Advisors, Inc. other | Globalt Inc other | Other | Dec 13, 2011 | Mar 2, 2012 (80 d) |
| Matthew Doran Weatherly | Synovus Investment Advisors, Inc. unclassified | Globalt Inc other | Other | May 30, 2007 | May 21, 2007 |
| Cheryl Wattenbarger Lavette | Suntrust Investment Services, Inc. other | Globalt Inc other | Other | Mar 17, 2006 | Sep 3, 2010 (1631 d) |
Page 1 of 1
3 moves match.