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 The Wealth Conservancy, Inc.
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 |
|---|---|---|---|---|---|
| Melissa Renee Hoyer | My Impax unclassified | The Wealth Conservancy, Inc. independent RIA | Other | Dec 31, 2021 | Feb 26, 2020 |
| Megan Elizabeth Kanter | Personal Capital Advisors Corporation independent RIA | The Wealth Conservancy, Inc. independent RIA | RIA to RIA | Feb 19, 2019 | Mar 7, 2019 |
| Raquel Sue Hinman | Janiczek Wealth Management other | The Wealth Conservancy, Inc. other | Other | Dec 16, 2008 | Nov 25, 2008 |
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3 moves match.