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 Everbank Wealth Management
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 Ramesh Lakumb | Independent Financial Partners other | Everbank Wealth Management other | Other | Nov 5, 2012 | Oct 5, 2012 |
| Richard T. Sopher | Wells Fargo Advisors wirehouse | Everbank Wealth Management other | Other | Sep 1, 2011 | Sep 28, 2011 |
| Joann Michelle Jolly | Wells Fargo Advisors wirehouse | Everbank Wealth Management other | Other | Aug 3, 2011 | Mar 9, 2012 (219 d) |
| Mark Alexander Martorell | Charles Schwab & Co., Inc. national BD | Everbank Wealth Management other | Other | Sep 14, 2010 | Sep 12, 2011 (363 d) |
| Jamie Lynn Hogan | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Everbank Wealth Management other | Other | May 30, 2007 | Nov 22, 2010 (1272 d) |
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5 moves match.