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 Novi Wealth Partners
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 |
|---|---|---|---|---|---|
| Andrew North Olivier | Securities America Advisors, Inc. other | Novi Wealth Partners other | Other | May 11, 2017 | Jun 19, 2017 (39 d) |
| Tara Conti Bansal | Glen Eagle Advisors, LLC other | Novi Wealth Partners other | Other | Jul 2, 2015 | Oct 15, 2015 (105 d) |
| Robert B Dunn | Private Wealth Management Group Inc other | Novi Wealth Partners other | Other | Jul 8, 2013 | Jan 30, 2013 |
| Ryan M Vogel | Private Wealth Management Group Inc other | Novi Wealth Partners other | Other | Jul 8, 2013 | Jan 30, 2013 |
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4 moves match.