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 Daybright Advisory Services, 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 |
|---|---|---|---|---|---|
| Theodore William Mccright | Fidelity Personal And Workplace Advisors BD affiliated | Daybright Advisory Services, Inc. other | Other | Feb 7, 2023 | Mar 2, 2026 (1119 d) |
| Suzan Michelle Hall | Edward Jones national BD | Daybright Advisory Services, Inc. institutional | Other | Apr 13, 2021 | May 14, 2021 (31 d) |
| Daniel Tyler Smith | Redtree Investment Group institutional | Daybright Advisory Services, Inc. institutional | Other | Apr 27, 2020 | Aug 14, 2020 (109 d) |
| Jonathan Michael Rollins | First Command Advisory Services other | Daybright Advisory Services, Inc. institutional | Other | May 18, 2017 | Feb 20, 2019 (643 d) |
| Jeffrey F. Poling | Concourse Financial Group Advisors other | Daybright Advisory Services, Inc. institutional | Other | Feb 10, 2017 | Aug 16, 2018 (552 d) |
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5 moves match.