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 Capital 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 |
|---|---|---|---|---|---|
| William Nick Beynon | Atrium Global Bond Fund, LLC unclassified | Capital Wealth Advisors other | Other | Dec 31, 2010 | Mar 17, 2011 (76 d) |
| Blaine Michael Ferguson | Atrium Global Bond Fund, LLC unclassified | Capital Wealth Advisors other | Other | Dec 31, 2010 | Mar 16, 2011 (75 d) |
| Gary Benjamin Price | Nfp Advisor Services, LLC other | Capital Wealth Advisors other | Other | Sep 11, 2006 | Nov 28, 2006 (78 d) |
Page 1 of 1
3 moves match.