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 Global View Investment 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 |
|---|---|---|---|---|---|
| Matthew Ross Crider | MML Investors Services, LLC BD affiliated | Global View Investment Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 23, 2019 | May 19, 2021 (513 d) |
| Joe Edward Hines | Cambridge Investment Research Advisors, Inc. other | Global View Investment Advisors, LLC independent RIA | Other | May 16, 2008 | Jan 1, 2025 (6074 d) |
| Jonathan A Wiles | Cambridge Investment Research Advisors, Inc. other | Global View Investment Advisors, LLC other | Other | May 16, 2008 | Dec 21, 2007 |
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3 moves match.