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 Ashworth Wealth, LLC
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 |
|---|---|---|---|---|---|
| Peter M. Ferriello | Fsc Securities Corporation BD affiliated | Ashworth Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 2, 2020 | Sep 11, 2020 |
| Bryce R Jenkins | Strategic Advisers LLC national BD | Ashworth Wealth, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 9, 2018 | May 10, 2018 (90 d) |
| Barry Reynolds Jenkins | Lwi Financial Inc. other | Ashworth Wealth, LLC other | Other | Jun 1, 2011 | Aug 7, 2012 (433 d) |
| Todd Patrick Mcchesney | Stone Hill Advisory Services Inc. unclassified | Ashworth Wealth, LLC other | Other | Dec 31, 2010 | Jan 4, 2011 |
| Robert Scott Thomas | Stone Hill Advisory Services Inc. unclassified | Ashworth Wealth, LLC other | Other | Dec 31, 2010 | Jan 4, 2011 |
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5 moves match.