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 Napa Valley Wealth Management
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 |
|---|---|---|---|---|---|
| Kelly Farwell Crane | Truenote Investment Advisors, Inc. no RAUM | Napa Valley Wealth Management independent RIA | Other | Jun 17, 2022 | Feb 25, 2022 |
| Kelly Farwell Crane | Cetera Advisor Networks LLC other | Napa Valley Wealth Management other | Other | Oct 20, 2016 | Jul 21, 2008 |
| Earl Anthony Knecht | Cetera Advisor Networks LLC other | Napa Valley Wealth Management independent RIA | Other | Oct 20, 2016 | Feb 25, 2022 (1954 d) |
| Earl Anthony Knecht | Associated Planners Investment Advisory Inc unclassified | Napa Valley Wealth Management other | Other | May 15, 2008 | Jun 5, 2008 |
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4 moves match.