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 Ap 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 |
|---|---|---|---|---|---|
| Clayton Rolf Quamme | Calvary Wealth, LLC independent RIA | Ap Wealth Management independent RIA | RIA to RIA | Apr 4, 2019 | Apr 17, 2019 |
| Thomas M O'Gorman | Augusta Capital Investors, LLC asset manager | Ap Wealth Management other | Other | Mar 26, 2019 | Aug 29, 2016 |
| John Parker Rhodes | (Dba) Mcmanus & Sinclair Wealth Management, LLC unclassified | Ap Wealth Management other | Other | Aug 16, 2011 | Apr 21, 2011 |
| Rhett Nolan Sinclair | (Dba) Mcmanus & Sinclair Wealth Management, LLC unclassified | Ap Wealth Management other | Other | Aug 16, 2011 | Apr 20, 2011 |
| Eugene Francis Mcmanus | (Dba) Mcmanus & Sinclair Wealth Management, LLC unclassified | Ap Wealth Management other | Other | Aug 16, 2011 | Apr 26, 2011 |
| William Patrick Fair | First Citizens Asset Management, Inc other | Ap Wealth Management other | Other | Jul 23, 2010 | Mar 17, 2011 (237 d) |
Page 1 of 1
6 moves match.