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 Afs Investments
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 |
|---|---|---|---|---|---|
| Tonia Sharda Ryan | Waddell & Reed other | Afs Investments state registered | Other | Oct 18, 2017 | Dec 1, 2021 (1505 d) |
| Gary Lyle Pevey | Mutual Advisors, LLC other | Afs Investments state registered | Other | May 23, 2016 | Jan 7, 2023 (2420 d) |
| Glenn Allan Andrade | Mutual Securities, Inc. other | Afs Investments state registered | Other | Jul 8, 2013 | Jul 17, 2012 |
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3 moves match.