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 Whitener Capital Management, 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 |
|---|---|---|---|---|---|
| Michael Kennedy | Truist Advisory Services, Inc. BD affiliated | Whitener Capital Management, Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 2, 2024 | Feb 1, 2024 |
| Douglas William Suhr | Mercer Global Advisors Inc. independent RIA | Whitener Capital Management, Inc independent RIA | RIA to RIA | Dec 22, 2020 | Dec 23, 2020 |
| Sean Michael Gilsenan | Valic Financial Advisors, Inc. other | Whitener Capital Management, Inc other | Other | Jan 27, 2011 | Feb 9, 2011 |
Page 1 of 1
3 moves match.