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 Dominion 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 |
|---|---|---|---|---|---|
| Robert Hubbard Trowbridge | Spire Wealth Management, LLC other | Dominion Wealth Management, Inc. other | Other | Sep 22, 2005 | Aug 11, 2008 (1054 d) |
| Matthew Patrick Brennan | Spire Wealth Management, LLC other | Dominion Wealth Management, Inc. other | Other | Sep 12, 2005 | Sep 25, 2008 (1109 d) |
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2 moves match.