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 West Paces Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Geoffrey Ryan Gober | Truist Advisory Services, Inc. other | West Paces Advisors, Inc. independent RIA | Other | Feb 2, 2018 | Apr 11, 2018 (68 d) |
| Ryan Michael Floyd | Osaic Fa, Inc. other | West Paces Advisors, Inc. independent RIA | Other | Aug 23, 2013 | May 15, 2020 (2457 d) |
| John F. Oglesby | Northern Trust Bank Fsb unclassified | West Paces Advisors, Inc. other | Other | Dec 7, 2006 | Jan 22, 2016 (3333 d) |
Page 1 of 1
3 moves match.