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 Veris Wealth Partners, 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 |
|---|---|---|---|---|---|
| Elena Viktorovna Ladygina | Withum Wealth Management independent RIA | Veris Wealth Partners, LLC independent RIA | RIA to RIA | Nov 1, 2023 | Jan 23, 2024 (83 d) |
| Timothy P. Kingsbury | Lnw independent RIA | Veris Wealth Partners, LLC independent RIA | RIA to RIA | Aug 28, 2019 | Apr 24, 2021 (605 d) |
| Leah Megan Beattie | A. G. Edwards & Sons, Inc. unclassified | Veris Wealth Partners, LLC other | Other | Sep 20, 2007 | Aug 15, 2008 (330 d) |
| Michael Lent | Financial West Group other | Veris Wealth Partners, LLC other | Other | Nov 7, 2002 | Jul 31, 2007 (1727 d) |
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4 moves match.