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 Wiregrass Asset Management
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 |
|---|---|---|---|---|---|
| Ellis James Shiver | Wells Fargo Advisors wirehouse | Wiregrass Asset Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 25, 2016 | Aug 26, 2016 |
| Todd Ferrell Shiver | Wells Fargo Advisors wirehouse | Wiregrass Asset Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 25, 2016 | Aug 26, 2016 |
| Jared Michael Mcgahee | Cetera Investment Advisers LLC other | Wiregrass Asset Management no RAUM | Other | Apr 28, 2016 | Aug 25, 2016 (119 d) |
| Fred Benjamin Jones | Wells Fargo Advisors wirehouse | Wiregrass Asset Management no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Dec 17, 2015 | Aug 8, 2016 (235 d) |
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4 moves match.