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 Wallington Asset Management

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
Damian Ross KramerFidelity Personal And Workplace Advisors BD affiliatedWallington Asset Management independent RIAAffiliated broker-dealer or bank to independent RIAOct 18, 2019Jan 29, 2020 (103 d)
Alan KovalskySchwab Wealth Advisory, Inc. otherWallington Asset Management independent RIAOtherFeb 9, 2015Oct 3, 2024 (3524 d)
Michael Anthony CharlesAdvice And Planning Services otherWallington Asset Management otherOtherSep 25, 2012Nov 21, 2012 (57 d)
Audrey BruchWinthrop Capital Management otherWallington Asset Management otherOtherSep 21, 2012Nov 21, 2012 (61 d)
James Blake GuylerBb&T Asset Management, Inc. unclassifiedWallington Asset Management otherOtherOct 27, 2010Jan 10, 2014 (1171 d)
Frank Joseph EspositoAllspring Funds Management, LLC otherWallington Asset Management otherOtherMay 28, 2008Jul 7, 2008 (40 d)
Terence Paul WeissBartlett & Co unclassifiedWallington Asset Management otherOtherApr 2, 2007Mar 2, 2007
Jeffrey Germaine DowdenBartlett & Co unclassifiedWallington Asset Management otherOtherApr 2, 2007Mar 2, 2007
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8 moves match.