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 Legacytexas Wealth Advisors
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 |
|---|---|---|---|---|---|
| Thomas Marc Young | Momentum Independent Network Inc. other | Legacytexas Wealth Advisors other | Other | May 16, 2017 | May 20, 2017 |
| Chester Anderson | Trustmont Advisory Group, Inc. other | Legacytexas Wealth Advisors other | Other | May 7, 2015 | May 12, 2015 |
| Phillip C Washington | Northwestern Mutual Investment Services,LLC other | Legacytexas Wealth Advisors other | Other | May 28, 2014 | Jun 3, 2014 |
| William Knowis Kaiser | Advanced Equities, Inc. other | Legacytexas Wealth Advisors other | Other | Jun 10, 2011 | Jun 24, 2011 |
| Robert Gunter Lowe | Patriot Wealth Management, Inc. other | Legacytexas Wealth Advisors other | Other | Nov 18, 2008 | Dec 16, 2008 |
| Earl Jefferson | Charles Schwab & Co., Inc. national BD | Legacytexas Wealth Advisors other | Other | Aug 1, 2002 | Apr 3, 2006 (1341 d) |
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6 moves match.