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 Weaver Wealth Management

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
Daniel Scott SonnenLauterbach Financial Advisors, LLC otherWeaver Wealth Management otherOtherJun 30, 2015Jan 9, 2016 (193 d)
Robert Charles KnodeLPL Financial LLC otherWeaver Wealth Management otherOtherJun 26, 2012Jan 13, 2014 (566 d)
Frank Byrd ArnoldCetera Investment Advisers LLC otherWeaver Wealth Management otherOtherJul 16, 2010Aug 20, 2010 (35 d)
Michael Douglas Gleason1st Global Advisors Inc otherWeaver Wealth Management otherOtherMay 1, 2009Apr 16, 2009
Chris Chris ToomeyRaymond James Financial Services, Inc. unclassifiedWeaver Wealth Management otherOtherMay 27, 2008May 30, 2008
Thomas F ParrishRaymond J. Lucia Companies, Inc. unclassifiedWeaver Wealth Management otherOtherMay 8, 2006Jun 3, 2008 (757 d)
Marvin Turner PettyRaymond James Financial Services, Inc. unclassifiedWeaver Wealth Management otherOtherJun 2, 2005Dec 3, 2004
Alan Keith GoldfarbFinancial Strategies Advisory Corporation unclassifiedWeaver Wealth Management otherOtherDec 31, 2003Dec 21, 2001
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8 moves match.