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 Woodley Farra
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 |
|---|---|---|---|---|---|
| Tracy Ann Colson | Goelzer Investment Management independent RIA | Woodley Farra independent RIA | RIA to RIA | Apr 12, 2022 | Feb 10, 2025 (1035 d) |
| Ross M Bennett | Pnc Wealth Management other | Woodley Farra other | Other | Jun 18, 2010 | Jul 19, 2010 (31 d) |
| Michael Pierson Manion | M.W. Manion Investment Counsel, Inc. unclassified | Woodley Farra other | Other | Dec 31, 2004 | Apr 6, 1999 |
| Donald Frank Woodley | M.W. Manion Investment Counsel, Inc. unclassified | Woodley Farra other | Other | Dec 31, 2004 | Apr 6, 1999 |
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4 moves match.