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 Fa Advisor Network, 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.

AdvisorFromToTypeLeftRegistered
Lonnie Wayne HoodTransamerica Financial Advisors, LLC otherFa Advisor Network, LLC. otherOtherAug 4, 2011Sep 16, 2011 (43 d)
Steve M ShymanIntegrity Alliance, LLC otherFa Advisor Network, LLC. otherOtherNov 16, 2010Apr 19, 2011 (154 d)
Robert Steven MessinaUSA Wealth Management LLC otherFa Advisor Network, LLC. otherOtherSep 27, 2010Nov 9, 2010 (43 d)
David Ray ShucavageUSA Wealth Management LLC otherFa Advisor Network, LLC. otherOtherAug 16, 2010Sep 2, 2010
Diane BrewerRidgeway Conger Advisory Services otherFa Advisor Network, LLC. otherOtherJun 15, 2010Nov 3, 2010 (141 d)
Jeffrey Keith StukeyUSA Wealth Management LLC otherFa Advisor Network, LLC. otherOtherApr 5, 2010Jul 1, 2010 (87 d)
Michael Emmett WilliamsHolland Advisory Services, Inc. otherFa Advisor Network, LLC. otherOtherSep 21, 2009Nov 9, 2010 (414 d)
Page 1 of 1
7 moves match.