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 Novapoint Capital 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 |
|---|---|---|---|---|---|
| John Allan Duncan | Cg Advisory Services independent RIA | Novapoint Capital LLC independent RIA | RIA to RIA | Jan 7, 2022 | Jan 27, 2022 |
| Timothy Sean Benbow | Bull'S Eye Wealth Management, LLC unclassified | Novapoint Capital LLC independent RIA | Other | Sep 13, 2021 | Sep 2, 2021 |
| Frederick Starr Wright | Ci Brightworth Private Wealth independent RIA | Novapoint Capital LLC independent RIA | RIA to RIA | Apr 30, 2019 | May 1, 2019 |
| Jeffery Vernon Wright | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Novapoint Capital LLC independent RIA | Wirehouse to independent RIA | Apr 24, 2018 | Jun 6, 2018 (43 d) |
| Alan John Conner | Spectrum Advisory Services Inc. other | Novapoint Capital LLC independent RIA | Other | Nov 16, 2015 | Jun 1, 2015 |
| Joseph Michael Sroka | Spectrum Advisory Services Inc. other | Novapoint Capital LLC independent RIA | Other | Nov 16, 2015 | Jun 1, 2015 |
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6 moves match.