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 Shone Wealth 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 |
|---|---|---|---|---|---|
| Richard Gross | Bluesky Wealth Advisors, LLC other | Shone Wealth Management other | Other | Nov 7, 2016 | Nov 14, 2016 |
| Griffin Daniel Sheehy | Waddell & Reed other | Shone Wealth Management other | Other | Aug 3, 2016 | Aug 8, 2016 |
| Ira Harold Fateman | Benivest, Inc. unclassified | Shone Wealth Management other | Other | Jan 11, 2009 | Jul 6, 2015 (2367 d) |
| Mark William Shone | Neuberger Berman Bd LLC other | Shone Wealth Management other | Other | Jan 27, 2005 | Oct 12, 2005 (258 d) |
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4 moves match.