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 Aevitas Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Andrew James Cayer | Artemis Financial Advisors independent RIA | Aevitas Wealth Management, Inc. independent RIA | RIA to RIA | Mar 26, 2018 | May 23, 2018 (58 d) |
| Michael Alan Schreiber | Mutual Service Corporation unclassified | Aevitas Wealth Management, Inc. other | Other | Jul 19, 2007 | Jul 2, 2007 |
| Amy Zelman Resnic | Strategic Advisers LLC national BD | Aevitas Wealth Management, Inc. other | Other | May 31, 2007 | Nov 24, 2014 (2734 d) |
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3 moves match.