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 Westhampton Capital
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 |
|---|---|---|---|---|---|
| Paul (Nmn) Fulton | Deutsche Bank Securities Inc. other | Westhampton Capital other | Other | Oct 11, 2012 | Dec 18, 2012 (68 d) |
| Harry Reynolds Shertzer | Raymond James Financial Services Advisors, Inc other | Westhampton Capital other | Other | Jan 12, 2010 | Mar 1, 2011 (413 d) |
| Brant Rittenhouse Snavely | The Concord Equity Group, LLC unclassified | Westhampton Capital other | Other | Oct 6, 2004 | Mar 24, 2006 (534 d) |
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3 moves match.