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 Envision Wealth Planning
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 |
|---|---|---|---|---|---|
| Joshua Eli Self | Hornor, Townsend & Kent, LLC other | Envision Wealth Planning other | Other | Jun 20, 2014 | Jun 18, 2014 |
| Michael F Perkins | Hornor, Townsend & Kent, LLC other | Envision Wealth Planning other | Other | Jun 20, 2014 | Jun 20, 2014 |
| Katherine Yvonne Fowler | Stifel, Nicolaus & Company, Incorporated national BD | Envision Wealth Planning other | Other | Sep 3, 2013 | Sep 26, 2013 |
| Matthew Field Bader | Snow Creek Wealth Management other | Envision Wealth Planning other | Other | Jul 10, 2012 | Aug 3, 2012 |
| Melner Robert Bond | Bb&T Asset Management, Inc. unclassified | Envision Wealth Planning other | Other | Nov 10, 2010 | Jul 25, 2016 (2084 d) |
| Robert Verne Bolen | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Envision Wealth Planning other | Other | Oct 2, 2003 | Mar 4, 2004 (154 d) |
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6 moves match.