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 Terril & Company
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 O Newbold | J.P. Morgan Securities LLC wirehouse | Terril & Company independent RIA | Wirehouse to independent RIA | Sep 2, 2024 | Dec 8, 2024 (97 d) |
| Russ Phillips | J.P. Morgan Securities LLC wirehouse | Terril & Company independent RIA | Wirehouse to independent RIA | Feb 1, 2023 | Mar 10, 2023 (37 d) |
| David Leslie Carter | Huntleigh Advisors, Inc. other | Terril & Company other | Other | Jul 12, 2007 | Aug 1, 2011 (1481 d) |
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3 moves match.