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 American Community Wealth Management, 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 |
|---|---|---|---|---|---|
| John Gillespie | Alight Financial Advisors, LLC independent RIA | American Community Wealth Management, LLC other | Other | Sep 30, 2022 | Feb 16, 2023 (139 d) |
| Matthew David Emerson | Mcadam LLC other | American Community Wealth Management, LLC other | Other | Oct 31, 2017 | Feb 3, 2021 (1191 d) |
| Kathleen Ann Dixon | LPL Financial LLC other | American Community Wealth Management, LLC other | Other | Apr 27, 2016 | Sep 22, 2016 (148 d) |
| Kevin Gerard Noonan | Triad Advisors, LLC other | American Community Wealth Management, LLC other | Other | Oct 28, 2008 | Jun 27, 2008 |
| Thomas Frederick Quinn | Triad Advisors, LLC other | American Community Wealth Management, LLC other | Other | Oct 28, 2008 | Jun 26, 2008 |
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5 moves match.