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 Next Generation Wealth Management, 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 |
|---|---|---|---|---|---|
| Jeffrey Todd Robbins | Martin Capital Management, LLC other | Next Generation Wealth Management, Inc. other | Other | Jan 12, 2018 | Jan 16, 2018 |
| Michael John Weil | The Milwealth Group, LLC other | Next Generation Wealth Management, Inc. other | Other | Nov 8, 2013 | Nov 21, 2013 |
| Peter Charles Jelacic | Capital Investment Services Of America Inc other | Next Generation Wealth Management, Inc. other | Other | Mar 30, 2009 | Oct 19, 2009 (203 d) |
| David Alan Massart | Wells Fargo Investments, LLC unclassified | Next Generation Wealth Management, Inc. other | Other | Apr 22, 2005 | Apr 25, 2005 |
| Jeffrey William Kralovec | Wells Fargo Investments, LLC unclassified | Next Generation Wealth Management, Inc. other | Other | Apr 22, 2005 | Jun 12, 2007 (781 d) |
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5 moves match.