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 Arnett Carbis Toothman Wealth Advisors 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 |
|---|---|---|---|---|---|
| Christopher Erlewine | Bb&T Investment Services, Inc. other | Arnett Carbis Toothman Wealth Advisors LLC other | Other | Jan 7, 2016 | Jan 25, 2016 |
| Brittney Michelle Miller | J.J.B. Hilliard, W.L. Lyons, LLC other | Arnett Carbis Toothman Wealth Advisors LLC other | Other | May 7, 2015 | Sep 28, 2015 (144 d) |
| Corey Eugene Altman | Opis Asset Management LLC unclassified | Arnett Carbis Toothman Wealth Advisors LLC other | Other | Mar 27, 2015 | Jan 5, 2015 |
| Jason Andrew Lunsford | Ferris, Baker Watts, LLC unclassified | Arnett Carbis Toothman Wealth Advisors LLC other | Other | Jul 25, 2007 | Aug 8, 2007 |
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4 moves match.