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 Vawter Financial Ltd
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 |
|---|---|---|---|---|---|
| William Samuel Whitaker | Summit Financial Strategies Inc other | Vawter Financial Ltd other | Other | Jan 25, 2017 | Sep 15, 2017 (233 d) |
| Krista Allison Cavalieri | Nfp Advisor Services, LLC other | Vawter Financial Ltd other | Other | Jul 19, 2012 | Aug 14, 2013 (391 d) |
| Christina Maria Povenmire | Cmp Financial Planning unclassified | Vawter Financial Ltd other | Other | Nov 29, 2006 | Apr 3, 2008 (491 d) |
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3 moves match.