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 Optimum 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 |
|---|---|---|---|---|---|
| Loyd Austine Crowe | Efficient Market Advisors, LLC other | Optimum Wealth Management, LLC other | Other | Oct 10, 2017 | Apr 4, 2017 |
| J Kevin Meaders | Raymond James Financial Services, Inc. unclassified | Optimum Wealth Management, LLC other | Other | Dec 22, 2008 | Jun 1, 2006 |
Page 1 of 1
2 moves match.