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 Ropes Wealth Advisors
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 |
|---|---|---|---|---|---|
| Jennifer K Loveless | Svb Wealth independent RIA | Ropes Wealth Advisors independent RIA | RIA to RIA | Nov 22, 2019 | Feb 25, 2020 (95 d) |
| Joseph Edmund Powers | Svb Wealth other | Ropes Wealth Advisors other | Other | Jan 16, 2015 | Mar 16, 2015 (59 d) |
| Michelle Ann Knight | Banyan Partners, LLC other | Ropes Wealth Advisors no RAUM | Other | Apr 25, 2014 | Oct 20, 2014 (178 d) |
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3 moves match.