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 Winslow Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas Edward White | Mccarter Private Wealth Services LLC independent RIA | Winslow Wealth Management LLC no RAUM | Other | Nov 26, 2022 | Jan 8, 2013 |
| John David Pini | Winslow, Evans & Crocker, Inc. other | Winslow Wealth Management LLC other | Other | Aug 25, 2017 | Jul 16, 2015 |
| Alina Monisov | Winslow, Evans & Crocker, Inc. other | Winslow Wealth Management LLC other | Other | Jan 4, 2017 | Nov 12, 2014 |
| Daniel J Fusco | Winslow, Evans & Crocker, Inc. other | Winslow Wealth Management LLC other | Other | Apr 15, 2016 | Oct 14, 2015 |
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4 moves match.