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 Goldbloom 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 |
|---|---|---|---|---|---|
| Craig Bennett Roth | Cuna Brokerage Services, Inc. mixed wealth | Goldbloom Wealth Management LLC state registered | RIA to a state-registered adviser | Apr 17, 2018 | Jun 11, 2018 (55 d) |
| Christopher James Selvar | Hornor, Townsend & Kent, LLC other | Goldbloom Wealth Management LLC state registered | Other | Feb 18, 2016 | Mar 1, 2016 |
| Kevin John Williams | Elite Wealth Management, Inc. other | Goldbloom Wealth Management LLC state registered | Other | Mar 25, 2015 | Mar 1, 2016 (342 d) |
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3 moves match.