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 Gavion, 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 |
|---|---|---|---|---|---|
| Jeffrey Forrest Barnes | Legacy Wealth Management, LLC other | Gavion, LLC other | Other | Oct 1, 2015 | Sep 16, 2015 |
| Robert Alan Longfield | Consulting Services Group, LLC other | Gavion, LLC other | Other | Sep 19, 2013 | Oct 3, 2013 |
| Brian L Jones | Consulting Services Group, LLC other | Gavion, LLC other | Other | Sep 19, 2013 | Oct 3, 2013 |
| Ian M Janecek | Consulting Services Group, LLC other | Gavion, LLC other | Other | Sep 19, 2013 | Oct 3, 2013 |
| Scott Alan Arnwine | Consulting Services Group, LLC other | Gavion, LLC no RAUM | Other | Sep 9, 2013 | Sep 16, 2013 |
| Michael Edward Perdzock | Commerce Advisors, LLC other | Gavion, LLC other | Other | Jul 12, 2012 | Oct 3, 2013 (448 d) |
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6 moves match.