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 Old North State 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 |
|---|---|---|---|---|---|
| David William Parsons | J. W. Cole Advisors, Inc. BD affiliated | Old North State Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 14, 2019 | Sep 24, 2025 (2325 d) |
| Stephen Wayne Gaskins | Old North State Trust, LLC other | Old North State Wealth Management, LLC other | Other | Nov 5, 2009 | Nov 5, 2009 |
| Michael C Boggio | Citigroup Global Markets Inc. other | Old North State Wealth Management, LLC other | Other | Nov 18, 2008 | Dec 4, 2008 |
| Paul Daniel Knott | Citigroup Global Markets Inc. other | Old North State Wealth Management, LLC other | Other | Oct 21, 2008 | Oct 27, 2008 |
| Meg Michelle Speece | D.A. Davidson & Co. other | Old North State Wealth Management, LLC other | Other | Oct 2, 2008 | May 26, 2009 (236 d) |
Page 1 of 1
5 moves match.