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 Ars Wealth Advisors
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 |
|---|---|---|---|---|---|
| Jamie Renee Mason | Waller & Wax Advisors, Inc. unclassified | Ars Wealth Advisors independent RIA | Other | Apr 16, 2021 | May 25, 2021 (39 d) |
| Richard Jay Heiman | Ci Doyle Private Wealth, LLC other | Ars Wealth Advisors other | Other | Mar 24, 2016 | Mar 8, 2016 |
| Michael William Murray | Ci Doyle Private Wealth, LLC other | Ars Wealth Advisors other | Other | Jan 6, 2015 | Feb 26, 2015 (51 d) |
| Jennifer Marie Facini | Strategic Advisers LLC national BD | Ars Wealth Advisors other | Other | Dec 5, 2014 | Dec 18, 2014 |
| Anthony Allen Anderson | Southtrust Securities, LLC unclassified | Ars Wealth Advisors other | Other | Aug 10, 2004 | Oct 11, 2004 (62 d) |
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5 moves match.