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 Ci Brightworth Private Wealth

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.

AdvisorFromToTypeLeftRegistered
Matthew Alan BroomForward Focus Financial Planning unclassifiedCi Brightworth Private Wealth independent RIAOtherOct 28, 2020Oct 14, 2021 (351 d)
Gregory HanftMML Investors Services, LLC BD affiliatedCi Brightworth Private Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 15, 2020Feb 10, 2020
Joshua Logan MonroeNorthwestern Mutual Investment Services,LLC no RAUMCi Brightworth Private Wealth independent RIAOtherJan 30, 2019Jul 3, 2019 (154 d)
Tenley Elizabeth DesjardinsPark Avenue Securities LLC BD affiliatedCi Brightworth Private Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJan 22, 2019Feb 1, 2019
Amanda Schiavone ValentiLenox Advisors, Inc. unclassifiedCi Brightworth Private Wealth independent RIAOtherMay 1, 2018Feb 11, 2019 (286 d)
Brett Michael CovertMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCi Brightworth Private Wealth independent RIAWirehouse to independent RIAMar 12, 2018Apr 10, 2018
Kenneth Warren PoeMcgill Advisors, Inc. otherCi Brightworth Private Wealth otherOtherSep 8, 2017Jul 3, 2017
Thomas William FarmerMcgill Advisors, Inc. otherCi Brightworth Private Wealth otherOtherSep 8, 2017Jul 3, 2017
Brett Stephen MillerMcgill Advisors, Inc. otherCi Brightworth Private Wealth otherOtherSep 8, 2017Jul 3, 2017
Eric Alexander HarbertMcgill Advisors, Inc. otherCi Brightworth Private Wealth otherOtherSep 8, 2017Aug 2, 2017
Frederick Starr WrightSmith & Howard Wealth Management, LLC otherCi Brightworth Private Wealth otherOtherJul 1, 2016Nov 17, 2016 (139 d)
Michael Robert DewittSmith & Howard Wealth Management, LLC otherCi Brightworth Private Wealth otherOtherJul 1, 2016Jun 30, 2016
Christopher Lee BolandSmith & Howard Wealth Management, LLC otherCi Brightworth Private Wealth otherOtherJul 1, 2016Jun 28, 2016
Patricia Dampf SklarBt Wealth Management, LLC otherCi Brightworth Private Wealth otherOtherFeb 2, 2016Jun 24, 2016 (143 d)
Rhett Chase MouchetStrategic Financial Planning, Inc. otherCi Brightworth Private Wealth otherOtherAug 25, 2015Oct 14, 2015 (50 d)
Jason Robert CrossRobert W. Baird & Co. Incorporated otherCi Brightworth Private Wealth otherOtherDec 8, 2014Apr 16, 2015 (129 d)
Bradley Steven McgrewSuntrust Investment Services, Inc. otherCi Brightworth Private Wealth otherOtherOct 8, 2009Oct 23, 2009
Lisa Lorraine BrownSuntrust Investment Services, Inc. otherCi Brightworth Private Wealth otherOtherJul 8, 2005Mar 9, 2007 (609 d)
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18 moves match.