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 Fintrust Investment Advisory Services, LLC

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.

AdvisorFromToTypeLeftRegistered
Allen Ray GillespieGni Capital Inc. mixed wealthFintrust Investment Advisory Services, LLC otherOtherMar 25, 2019Sep 17, 2009
Brittany Chester BynumWells Fargo Advisors wirehouseFintrust Investment Advisory Services, LLC otherOtherNov 11, 2016Nov 17, 2016
Archibald HardyPrimetrust Advisors LLC otherFintrust Investment Advisory Services, LLC otherOtherJan 9, 2015Jun 19, 2014
Jonathan Dexter PolsonSouthern Trust Wealth Management unclassifiedFintrust Investment Advisory Services, LLC otherOtherDec 31, 2014Jan 21, 2015
William Michael GordonRaymond James Financial Services Advisors, Inc otherFintrust Investment Advisory Services, LLC otherOtherSep 16, 2014Sep 17, 2014
Paul GordonRaymond James Financial Services Advisors, Inc otherFintrust Investment Advisory Services, LLC otherOtherSep 16, 2014Sep 17, 2014
Jason G LeupoldRobert W. Baird & Co. Incorporated otherFintrust Investment Advisory Services, LLC otherOtherMar 15, 2012Jan 2, 2014 (658 d)
Nicholas Faison SafritCharles Schwab & Co., Inc. national BDFintrust Investment Advisory Services, LLC otherOtherJun 28, 2010Jun 21, 2010
Edward F BlackburnMorgan Stanley wirehouseFintrust Investment Advisory Services, LLC otherOtherJul 1, 2009Jun 29, 2009
William E KiblerMorgan Stanley wirehouseFintrust Investment Advisory Services, LLC otherOtherJul 1, 2009Jun 29, 2009
Wesley Mattox BoyceElliott Davis Investment Advisory Services, LLC unclassifiedFintrust Investment Advisory Services, LLC otherOtherJun 26, 2009Jun 29, 2009
Mei Ling AuElliott Davis Investment Advisory Services, LLC unclassifiedFintrust Investment Advisory Services, LLC otherOtherJun 26, 2009Jun 29, 2009
Tyson Thomas HalseyHalsey Advisory And Management, LLC unclassifiedFintrust Investment Advisory Services, LLC otherOtherJun 24, 2009Aug 4, 2009 (41 d)
Patricia L SmithGni Capital Inc. otherFintrust Investment Advisory Services, LLC otherOtherApr 7, 2009Apr 13, 2009
Philip Hamilton BriceGni Capital Inc. otherFintrust Investment Advisory Services, LLC otherOtherMar 12, 2009Mar 16, 2009
Victor J AlfieriMorgan Stanley & Co. LLC unclassifiedFintrust Investment Advisory Services, LLC otherOtherFeb 20, 2009Nov 9, 2009 (262 d)
Danielle Dabney HarmonMorgan Keegan & Company, LLC otherFintrust Investment Advisory Services, LLC otherOtherAug 8, 2008Apr 7, 2009 (242 d)
Amy Collier GarrisonOsaic Wealth, Inc. otherFintrust Investment Advisory Services, LLC otherOtherMar 7, 2008Apr 7, 2009 (396 d)
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18 moves match.