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 Evans Investment Advisors, L.L.C.
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 |
|---|---|---|---|---|---|
| Christopher Frost Naquin | Fsc Securities Corporation BD affiliated | Evans Investment Advisors, L.L.C. independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 24, 2023 | Jun 22, 2022 |
| Barton Thomas Evans | Fsc Securities Corporation other | Evans Investment Advisors, L.L.C. other | Other | Aug 14, 2008 | Jan 20, 2010 (524 d) |
| Gregory Wade Evans | Fsc Securities Corporation other | Evans Investment Advisors, L.L.C. other | Other | Aug 11, 2008 | Aug 8, 2008 |
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3 moves match.