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 The Watchman Group, Inc.
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 |
|---|---|---|---|---|---|
| Andrew Herzog | Beacon Pointe Advisors, LLC independent RIA | The Watchman Group, Inc. independent RIA | RIA to RIA | Jun 6, 2023 | Jun 22, 2023 |
| James Marsh Torrey | Cornerstone Advisory Corporation other | The Watchman Group, Inc. independent RIA | Other | Jun 21, 2019 | Feb 2, 2019 |
| Christopher Therrell Troseth | Investors Asset Management, Inc. other | The Watchman Group, Inc. other | Other | Jan 10, 2013 | Jan 18, 2013 |
| Mark Glenhelm Robinson | Investors Asset Management, Inc. other | The Watchman Group, Inc. other | Other | Dec 3, 2007 | Jan 14, 2005 |
| Matthew Edward Fitzsimmons | American Securities Group, Inc. unclassified | The Watchman Group, Inc. other | Other | Nov 1, 2006 | Jun 9, 2017 (3873 d) |
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5 moves match.