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 Vora Wealth Management, Pllc

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.

AdvisorFromToTypeLeftRegistered
Joseph Frank LynchSynergy Asset Management, LLC independent RIAVora Wealth Management, Pllc independent RIARIA to RIANov 29, 2021Dec 23, 2021
Tanner Ray BortnemLPL Financial LLC independent RIAVora Wealth Management, Pllc independent RIARIA to RIANov 14, 2018Mar 4, 2019 (110 d)
Sean Robert BalogWells Fargo Advisors wirehouseVora Wealth Management, Pllc independent RIAWirehouse to independent RIAJul 31, 2012Aug 17, 2012
Elizabeth Anne OttersbergWells Fargo Advisors wirehouseVora Wealth Management, Pllc independent RIAWirehouse to independent RIAJul 31, 2012Aug 2, 2013 (367 d)
James Michael GarberWells Fargo Advisors wirehouseVora Wealth Management, Pllc independent RIAWirehouse to independent RIAJul 31, 2012Aug 17, 2012
David Chadwick SchillerWells Fargo Advisors wirehouseVora Wealth Management, Pllc independent RIAWirehouse to independent RIASep 2, 2008Dec 6, 2013 (1921 d)
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6 moves match.