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 Nova Wealth Management Group, 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 |
|---|---|---|---|---|---|
| Cecil Pope Staton | Smith & Howard Wealth Management, LLC independent RIA | Nova Wealth Management Group, LLC independent RIA | RIA to RIA | Jul 20, 2018 | Aug 17, 2018 |
| Kyle Kvalheim | Kv Financial Planning unclassified | Nova Wealth Management Group, LLC other | Other | Nov 1, 2017 | Sep 7, 2017 |
| James K Underwood | Homrich Berg other | Nova Wealth Management Group, LLC other | Other | Feb 24, 2015 | Apr 26, 2015 (61 d) |
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3 moves match.