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 Verity Investment Partners

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
David Alexander PooleCharles Schwab Investment Management, Inc asset managerVerity Investment Partners independent RIAOtherApr 25, 2024Sep 26, 2024 (154 d)
Keith Richard BoscoRBC Rochdale, LLC BD affiliatedVerity Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 24, 2023May 9, 2023
Jessica Leigh RusnockCliftonlarsonallen Wealth Advisors, LLC BD affiliatedVerity Investment Partners independent RIAAffiliated broker-dealer or bank to independent RIAApr 16, 2021Jun 1, 2021 (46 d)
Edward Pinckney TaylorTidal Creek Capital Advisors independent RIAVerity Investment Partners independent RIARIA to RIAApr 26, 2019May 2, 2019
Michael Paul KuehnDividend Assets Capital, LLC independent RIAVerity Investment Partners independent RIARIA to RIAMar 28, 2019Apr 4, 2019
Michael Wayne NixDividend Assets Capital, LLC independent RIAVerity Investment Partners independent RIARIA to RIAFeb 25, 2019Apr 11, 2018
William Wymond VerityThomaspartners, Inc. otherVerity Investment Partners independent RIAOtherNov 11, 2015Jan 12, 2021 (1889 d)
Andrew Kevin JonesAbacus Planning Group, Inc. otherVerity Investment Partners otherOtherMay 10, 2013May 13, 2013
Charles Collins AndersonAffinity Capital Partners, LLC unclassifiedVerity Investment Partners otherOtherDec 31, 2008Jan 12, 2009
Joseph J CostiganDavidson Capital Management unclassifiedVerity Investment Partners otherOtherJan 28, 2008Oct 16, 2014 (2453 d)
Jonathan George VerityBanc One Securities Corporation unclassifiedVerity Investment Partners otherOtherAug 5, 2005Oct 20, 2005 (76 d)
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11 moves match.