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 First Western Securities, 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 |
|---|---|---|---|---|---|
| Jerry Dean Killion | F & S Asset Management Group, Inc. unclassified | First Western Securities, Inc. other | Other | Nov 22, 2010 | Oct 19, 2010 |
| Kerry Dean Wills | Morgan Stanley wirehouse | First Western Securities, Inc. other | Other | Dec 21, 2009 | Feb 16, 2026 (5901 d) |
| Ryan C. Walton | Voya Financial Advisors, Inc. other | First Western Securities, Inc. other | Other | Oct 5, 2004 | Sep 22, 2004 |
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3 moves match.