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 Provident Wealth Management, 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 |
|---|---|---|---|---|---|
| Laurence Gillston | Wealthcare Advisory Partners LLC independent RIA | Provident Wealth Management, LLC independent RIA | RIA to RIA | Aug 19, 2021 | Aug 24, 2021 |
| Wade Bilbrey | Waddell & Reed other | Provident Wealth Management, LLC other | Other | Aug 10, 2017 | Oct 30, 2017 (81 d) |
| Robert Charlton Lentz | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Provident Wealth Management, LLC other | Other | Jan 22, 2009 | Feb 12, 2009 |
| Robert Stanton Barmen | UBS Financial Services Inc. wirehouse | Provident Wealth Management, LLC other | Other | Mar 10, 2004 | Feb 26, 2004 |
Page 1 of 1
4 moves match.