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 Geiger 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 |
|---|---|---|---|---|---|
| Douglas Earl Bentle | Actify Investor Retirements, LLC state registered | Geiger Wealth Management state registered | Other | Mar 29, 2018 | May 4, 2018 (36 d) |
| Nelson Eddie Newton | Citigroup Global Markets Inc. other | Geiger Wealth Management state registered | Other | Jan 2, 2018 | Feb 8, 2018 (37 d) |
| Eric Chandler Johnson | Brookstone Wealth Advisors, LLC other | Geiger Wealth Management state registered | Other | Oct 27, 2017 | Jan 26, 2018 (91 d) |
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3 moves match.