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 Aviance Capital 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.

AdvisorFromToTypeLeftRegistered
Francisco Antonio AguileraFidelity Personal And Workplace Advisors BD affiliatedAviance Capital Partners LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 15, 2024May 30, 2024 (45 d)
Alexander I CreviCorient independent RIAAviance Capital Partners LLC independent RIARIA to RIAMar 4, 2024Mar 28, 2024
Charley Michael CorbettNova Wealth Management, Inc. independent RIAAviance Capital Partners LLC independent RIARIA to RIAAug 10, 2023Jan 22, 2024 (165 d)
Paula Benge JewellCapital Wealth Planning, LLC independent RIAAviance Capital Partners LLC independent RIARIA to RIAJul 29, 2021Apr 6, 2023 (616 d)
James Ryan AshbridgeTd Ameritrade Investment Management, LLC independent RIAAviance Capital Partners LLC independent RIARIA to RIAOct 26, 2019Nov 21, 2019
John Joseph CampbellIntegra Capital Advisors otherAviance Capital Partners LLC otherOtherOct 30, 2017Dec 8, 2017 (39 d)
Jack David BrownLaureola Asset Management Company unclassifiedAviance Capital Partners LLC otherOtherDec 31, 2011Dec 1, 2011
Lynn Richard PetkusChurchill Management Group otherAviance Capital Partners LLC otherOtherJan 7, 2011Apr 11, 2013 (825 d)
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8 moves match.