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 Fnb Wealth Management
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 |
|---|---|---|---|---|---|
| Joshua Paul Miller | Pnc Wealth Management other | Fnb Wealth Management other | Other | Oct 30, 2014 | May 14, 2019 (1657 d) |
| Brett A Greenfield | Aris Wealth Services Inc other | Fnb Wealth Management other | Other | Sep 23, 2009 | Sep 26, 2012 (1099 d) |
| Christopher Hardy Davis | Pnc Wealth Management other | Fnb Wealth Management other | Other | Apr 4, 2008 | Jun 16, 2015 (2629 d) |
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3 moves match.