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 Altavista 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 |
|---|---|---|---|---|---|
| Jeffrey Brisbin Howden | LPL Financial LLC other | Altavista Wealth Management, Inc. other | Other | Mar 12, 2013 | Aug 31, 2015 (902 d) |
| Jonathan E. Shumate | Genspring Charleston, LLC unclassified | Altavista Wealth Management, Inc. other | Other | Mar 30, 2011 | Dec 8, 2016 (2080 d) |
| Mark Andrew Pearson | Sterne Agee Asset Management, Inc. other | Altavista Wealth Management, Inc. other | Other | Sep 19, 2007 | Oct 1, 2007 |
| Lewis Daniel Akers | Samco Financial Services, Inc. unclassified | Altavista Wealth Management, Inc. other | Other | Dec 31, 2003 | Sep 2, 2003 |
| Kyle Russell Boyd | Boys Arnold & Co. Inc. other | Altavista Wealth Management, Inc. other | Other | Mar 17, 2003 | Aug 25, 2003 (161 d) |
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5 moves match.