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 Nvest Wealth Strategies, 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 |
|---|---|---|---|---|---|
| Jordan Michael Acer | Wealthstone Advisors independent RIA | Nvest Wealth Strategies, Inc. other | Other | Feb 1, 2019 | Feb 11, 2019 |
| David Eugene Miller | Cuna Brokerage Services, Inc. other | Nvest Wealth Strategies, Inc. other | Other | Feb 7, 2018 | Mar 20, 2018 (41 d) |
| William Gary Henderly | Wealthstone Advisors other | Nvest Wealth Strategies, Inc. other | Other | Nov 8, 2007 | Mar 15, 2006 |
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3 moves match.