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 Payant Wealth Management Group
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 |
|---|---|---|---|---|---|
| Jonathan David Wilkins | Washburn Capital Management Inc. independent RIA | Payant Wealth Management Group independent RIA | RIA to RIA | Feb 5, 2020 | May 7, 2020 (92 d) |
| Martin Jay Mulligan | Fsc Securities Corporation BD affiliated | Payant Wealth Management Group independent RIA | Affiliated broker-dealer or bank to independent RIA | Sep 11, 2019 | Oct 2, 2019 |
| Glenn Krcmaric | Sagepoint Financial, Inc. other | Payant Wealth Management Group independent RIA | Other | Apr 5, 2017 | Oct 13, 2023 (2382 d) |
| Julie Wakefield | Choreo, LLC other | Payant Wealth Management Group other | Other | Jul 21, 2016 | Aug 22, 2016 (32 d) |
| Peter Joseph Farina | Thrivent Investment Management Inc. other | Payant Wealth Management Group other | Other | Apr 28, 2008 | Oct 7, 2013 (1988 d) |
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5 moves match.