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 Evergreen Wealth
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 |
|---|---|---|---|---|---|
| Timothy Steven Nash | J.P. Morgan Securities LLC wirehouse | Evergreen Wealth mixed wealth | Wirehouse to independent RIA | Mar 5, 2025 | Mar 10, 2025 |
| Scott Michael Norris | LPL Financial LLC independent RIA | Evergreen Wealth other | Other | Jul 2, 2018 | Mar 7, 2014 |
| Ryan Timothy Davlin | LPL Financial LLC independent RIA | Evergreen Wealth other | Other | Jul 2, 2018 | Mar 7, 2014 |
| Kevin Wayne Crumly | LPL Financial LLC other | Evergreen Wealth other | Other | Oct 28, 2015 | Mar 7, 2014 |
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4 moves match.