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 Sentinel Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Trent James Templer | Usaa Financial Planning Services no RAUM | Sentinel Wealth Management, Inc. other | Other | May 26, 2015 | Jun 2, 2015 |
| Carl Richard Emerick | Ronald Blue & Co., LLC other | Sentinel Wealth Management, Inc. other | Other | Sep 30, 2002 | Oct 4, 2002 |
| James Mark Joseph | Ronald Blue & Co., LLC other | Sentinel Wealth Management, Inc. other | Other | Aug 21, 2002 | Aug 24, 2002 |
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3 moves match.