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 Sutton Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Katie M White | Truist Advisory Services, Inc. BD affiliated | Sutton Wealth Advisors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 31, 2022 | Jul 6, 2022 (97 d) |
| Wallace Edward Sutton | Barron Asset Management, Inc. unclassified | Sutton Wealth Advisors, Inc. other | Other | Sep 19, 2008 | Nov 6, 2007 |
| William Patrick Hussey | Raymond James Financial Services, Inc. unclassified | Sutton Wealth Advisors, Inc. other | Other | Jan 4, 2008 | Jun 23, 2009 (536 d) |
Page 1 of 1
3 moves match.