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 Tull Financial Group, 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 |
|---|---|---|---|---|---|
| William Andrew Overton | Brown Advisory independent RIA | Tull Financial Group, Inc. independent RIA | RIA to RIA | Sep 7, 2019 | Feb 27, 2020 (173 d) |
| Ellen Wohlford Anderson | Wilbanks, Smith & Thomas Asset Management, LLC other | Tull Financial Group, Inc. other | Other | Oct 23, 2017 | Oct 17, 2017 |
| Daniel Joseph Lattarulo | UBS Financial Services Inc. wirehouse | Tull Financial Group, Inc. other | Other | Apr 4, 2016 | Apr 11, 2016 |
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3 moves match.