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 Verus Financial Partners
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 |
|---|---|---|---|---|---|
| Justin A Cason | Cg Advisory Services independent RIA | Verus Financial Partners independent RIA | RIA to RIA | Jan 30, 2023 | Feb 1, 2023 |
| Joseph C Thompson | Cambridge Investment Research Advisors, Inc. other | Verus Financial Partners other | Other | Sep 12, 2016 | Sep 15, 2016 |
| Benjamin Edward Raikes | Coliseum Wealth Management, LLC unclassified | Verus Financial Partners other | Other | Nov 11, 2014 | Nov 2, 2015 (356 d) |
| Michael Todd Powers | Shankervalleau Wealth Advisors, Inc. other | Verus Financial Partners other | Other | Aug 12, 2014 | Jul 15, 2014 |
| Philip James Wallin | Heritage Wealth Advisors other | Verus Financial Partners other | Other | Jul 22, 2013 | Jul 30, 2013 |
| Kate Cardillo Brown | Wells Fargo Advisors wirehouse | Verus Financial Partners other | Other | Jun 18, 2007 | Feb 8, 2008 (235 d) |
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6 moves match.