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 Titus 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 |
|---|---|---|---|---|---|
| Derek Green | LPL Financial LLC independent RIA | Titus Wealth Management other | Other | Dec 21, 2017 | Sep 13, 2016 |
| David Lee Else | LPL Financial LLC independent RIA | Titus Wealth Management other | Other | Dec 21, 2017 | Sep 29, 2016 |
| M. Scot Lance | Wells Fargo Advisors wirehouse | Titus Wealth Management other | Other | Nov 10, 2017 | Nov 13, 2017 |
| Jeff David Weber | Osaic Fa, Inc. other | Titus Wealth Management other | Other | Feb 10, 2015 | Jun 27, 2016 (503 d) |
| Lauren Ann Patterson | Cetera Advisor Networks LLC other | Titus Wealth Management other | Other | Jan 9, 2015 | Mar 31, 2015 (81 d) |
| Eric Maynard Aanes | Associated Planners Investment Advisory Inc unclassified | Titus Wealth Management other | Other | Jun 22, 2006 | Oct 5, 2005 |
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6 moves match.