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 Southeast Financial Group
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 |
|---|---|---|---|---|---|
| Chad Philip Trevithick | Bb&T Investment Services, Inc. other | Southeast Financial Group other | Other | Dec 21, 2017 | Feb 7, 2018 (48 d) |
| William Brantley Bissett | Pinnacle Advisory Group, Inc. other | Southeast Financial Group other | Other | May 13, 2015 | Jun 29, 2015 (47 d) |
| Keith Stabasefski | LPL Financial LLC other | Southeast Financial Group other | Other | Oct 3, 2013 | Oct 3, 2013 |
| Robert Wilson Revels | LPL Financial LLC other | Southeast Financial Group other | Other | Oct 3, 2013 | Oct 3, 2013 |
| Edward Blair Secrest | LPL Financial LLC other | Southeast Financial Group other | Other | Nov 16, 2009 | Nov 16, 2009 |
| John Paul Sleesman | LPL Financial LLC other | Southeast Financial Group other | Other | Nov 16, 2009 | Nov 16, 2009 |
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6 moves match.