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 Accuvest Global Advisors, 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 |
|---|---|---|---|---|---|
| Max Russo | Wells Fargo Advisors wirehouse | Accuvest Global Advisors, Inc. other | Other | Dec 4, 2024 | Dec 5, 2024 |
| Eric Michael Clark | Pacer Advisors, Inc. other | Accuvest Global Advisors, Inc. other | Other | Jul 19, 2016 | Aug 10, 2017 (387 d) |
| David Jacob Garff | William Wright Associates Limited unclassified | Accuvest Global Advisors, Inc. other | Other | Dec 15, 2005 | Jul 21, 2005 |
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3 moves match.