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 Heller Wealth Advisors, 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 |
|---|---|---|---|---|---|
| Melissa J Gerckens | Regentatlantic other | Heller Wealth Advisors, LLC. other | Other | Dec 2, 2015 | Oct 14, 2016 (317 d) |
| Michael John Whittemore | Prestige Wealth Management Group, LLC other | Heller Wealth Advisors, LLC. other | Other | Jul 24, 2014 | Mar 23, 2017 (973 d) |
| Mark Meena Andraos | Prestige Wealth Management Group, LLC other | Heller Wealth Advisors, LLC. other | Other | Apr 15, 2014 | May 27, 2014 (42 d) |
| Jordan Heller | Nfp Advisor Services, LLC other | Heller Wealth Advisors, LLC. other | Other | Mar 31, 2011 | Apr 1, 2011 |
| Scott J Drown | Nfp Advisor Services, LLC other | Heller Wealth Advisors, LLC. other | Other | Mar 22, 2011 | Mar 18, 2011 |
| Donald John Hertling | Nfp Advisor Services, LLC other | Heller Wealth Advisors, LLC. other | Other | Feb 16, 2011 | Feb 16, 2011 |
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6 moves match.