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 Anchor Investment Management
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 |
|---|---|---|---|---|---|
| Greg Lee Dunston | Thornhill Securities, Inc. other | Anchor Investment Management independent RIA | Other | Jun 26, 2018 | Mar 8, 2021 (986 d) |
| Joy Jones Watkins | Concourse Financial Group Advisors other | Anchor Investment Management independent RIA | Other | Sep 12, 2017 | Jan 22, 2025 (2689 d) |
| John Heslep Moorman | UBS Financial Services Inc. wirehouse | Anchor Investment Management independent RIA | Wirehouse to independent RIA | Nov 26, 2004 | Jan 1, 2026 (7706 d) |
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3 moves match.