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 Uas 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 |
|---|---|---|---|---|---|
| Donald Austin Mcdaniel | Bancwest Investment Services, Inc. (Bwis) other | Uas Wealth Advisors other | Other | Apr 16, 2012 | Jan 17, 2014 (641 d) |
| Peter Thomas Lehrman | Raymond James Financial Services Advisors, Inc other | Uas Wealth Advisors other | Other | Oct 13, 2009 | Aug 29, 2011 (685 d) |
| Joseph Jacob Kopczynski | Universal Advisory Services Inc unclassified | Uas Wealth Advisors other | Other | Jul 8, 2005 | Nov 9, 2004 |
| Scott Hanson Womack | Universal Advisory Services Inc unclassified | Uas Wealth Advisors other | Other | Jul 8, 2005 | Oct 27, 2004 |
| Kirk Randolph Hudson | Universal Advisory Services Inc unclassified | Uas Wealth Advisors other | Other | Jul 8, 2005 | Nov 9, 2004 |
| Matthew David Keller | Universal Advisory Services Inc unclassified | Uas Wealth Advisors other | Other | Jul 8, 2005 | Nov 9, 2004 |
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6 moves match.