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 Websterrogers Financial 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 |
|---|---|---|---|---|---|
| Marion Stephenson Fowler | Edward Jones national BD | Websterrogers Financial Advisors, LLC other | Other | Jan 10, 2017 | Feb 23, 2017 (44 d) |
| Elizabeth S Kramer | Bok Financial Advisors other | Websterrogers Financial Advisors, LLC other | Other | Aug 24, 2016 | Sep 28, 2016 (35 d) |
| Alexander Noel Rasmussen | Thrivent Investment Management Inc. other | Websterrogers Financial Advisors, LLC other | Other | Oct 21, 2014 | Sep 27, 2016 (707 d) |
| Samuel Peter Varano | Next Financial Group, Inc. other | Websterrogers Financial Advisors, LLC other | Other | Mar 12, 2010 | Apr 12, 2010 (31 d) |
| Nathan Love | Synovus Investment Advisors, Inc. unclassified | Websterrogers Financial Advisors, LLC other | Other | Mar 12, 2007 | Jul 24, 2007 (134 d) |
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5 moves match.