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 Barnes Pettey Financial Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Joseph Friend | Raymond James Financial Services Advisors, Inc BD affiliated | Barnes Pettey Financial Advisors, LLC other | Other | Oct 11, 2019 | May 15, 2017 |
| Joseph Allen Simpson | Raymond James Financial Services Advisors, Inc other | Barnes Pettey Financial Advisors, LLC other | Other | Feb 14, 2017 | Feb 14, 2017 |
| Holmes Sherard Pettey | Barnes Pettey Financial Advisors unclassified | Barnes Pettey Financial Advisors, LLC other | Other | Feb 14, 2007 | Feb 7, 2007 |
| Gerald Arthur Smith | Barnes Pettey Financial Advisors unclassified | Barnes Pettey Financial Advisors, LLC other | Other | Feb 14, 2007 | Feb 7, 2007 |
| Richard Lee Devoe | Barnes Pettey Financial Advisors unclassified | Barnes Pettey Financial Advisors, LLC other | Other | Feb 14, 2007 | Feb 15, 2007 |
| Ryan Haskins Barnes | Barnes Pettey Financial Advisors unclassified | Barnes Pettey Financial Advisors, LLC other | Other | Feb 14, 2007 | Feb 15, 2007 |
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6 moves match.