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 Avondale 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 |
|---|---|---|---|---|---|
| Christopher Lee Perego | Scf Private Wealth Holdings, LLC other | Avondale Wealth Management LLC other | Other | Nov 18, 2016 | Dec 7, 2017 (384 d) |
| Justin Coy Jacobs | Bbva Compass Investment Solutions, Inc unclassified | Avondale Wealth Management LLC other | Other | Mar 29, 2010 | Mar 26, 2010 |
| Andrew Patrick Mutscheller | J.P. Morgan Asset Management unclassified | Avondale Wealth Management LLC other | Other | Dec 31, 2005 | Mar 27, 2010 (1547 d) |
| Samuel Sean Mcgee | Banc Of America Investment Services, Inc. unclassified | Avondale Wealth Management LLC other | Other | Oct 25, 2004 | Mar 26, 2010 (1978 d) |
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4 moves match.