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 Truvestments Capital 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 |
|---|---|---|---|---|---|
| Michael Wayne Williams | Insight Folios independent RIA | Truvestments Capital LLC other | Other | Aug 25, 2017 | Aug 23, 2017 |
| Gregory Thomas Pacitti | Raymond James Financial Services Advisors, Inc other | Truvestments Capital LLC other | Other | May 13, 2010 | May 13, 2011 (365 d) |
| Ronald John Lumley | Family Financial Strategies, Inc. unclassified | Truvestments Capital LLC other | Other | Nov 17, 2008 | Feb 2, 2009 (77 d) |
| Christopher Lee Blancett | Family Financial Strategies, Inc. unclassified | Truvestments Capital LLC other | Other | Nov 17, 2008 | Feb 2, 2009 (77 d) |
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4 moves match.