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 Harvest Financial Group, 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 |
|---|---|---|---|---|---|
| Angel Richelle Way | Hynes Advisory Group LLC state registered | Harvest Financial Group, LLC other | Other | Oct 14, 2014 | Oct 16, 2014 |
| Timothy Hartsfield Nasworthy | Fiduciary Consulting Group, LLC other | Harvest Financial Group, LLC other | Other | Jan 16, 2014 | Jan 28, 2014 |
| George Elias | Invest Financial Corporation other | Harvest Financial Group, LLC other | Other | Dec 31, 2013 | Feb 13, 2014 (44 d) |
| Patrick Carroll Peason | Capitol City Advisory Group unclassified | Harvest Financial Group, LLC other | Other | Dec 31, 2009 | Apr 1, 2010 (91 d) |
| Sidney Reese Smith | Capitol City Advisory Group unclassified | Harvest Financial Group, LLC other | Other | Dec 24, 2009 | Apr 1, 2010 (98 d) |
| Kyle Thomas Mills | H. Beck, Inc. other | Harvest Financial Group, LLC other | Other | Mar 31, 2009 | Apr 30, 2009 |
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6 moves match.