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 Avalon Wealth Advisory, 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 |
|---|---|---|---|---|---|
| Beth A Boylan | Forvis Mazars Wealth Advisors, LLC independent RIA | Avalon Wealth Advisory, Inc. state registered | RIA to a state-registered adviser | Jun 10, 2019 | Aug 29, 2019 (80 d) |
| Jason Scott Armbrust | Transamerica Financial Advisors, LLC other | Avalon Wealth Advisory, Inc. state registered | Other | Feb 20, 2016 | Aug 5, 2021 (1993 d) |
| Jeffrey Jen-Chie Yu | Forvis Mazars Wealth Advisors, LLC other | Avalon Wealth Advisory, Inc. state registered | Other | Jul 16, 2004 | Aug 18, 2004 (33 d) |
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3 moves match.