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 Voisard Asset Management Group
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 |
|---|---|---|---|---|---|
| Daniel Curtis Haines | Summitview Advisors state registered | Voisard Asset Management Group independent RIA | Other | Sep 18, 2024 | Aug 11, 2024 |
| John Conrad Hays | Huntington Financial Advisors BD affiliated | Voisard Asset Management Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 7, 2020 | Sep 22, 2020 (46 d) |
| Ernest Dale Anderson | New England Securities Corporation other | Voisard Asset Management Group other | Other | Jul 6, 2012 | Jul 12, 2012 |
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3 moves match.