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 Covenant Asset Management, LLC
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 |
|---|---|---|---|---|---|
| Timothy Wayne Rowe | Comprehensive Capital Management, Inc. other | Covenant Asset Management, LLC other | Other | Apr 18, 2013 | Nov 27, 2012 |
| Markian Taras Ukrainskyj | Aepg Wealth Strategies other | Covenant Asset Management, LLC other | Other | Oct 2, 2012 | Jun 6, 2013 (247 d) |
| Donald David Weir | Merrill Lynch Investment Managers LP unclassified | Covenant Asset Management, LLC other | Other | May 3, 2005 | Nov 30, 2012 (2768 d) |
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3 moves match.