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 Clearview Financial Partners
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 |
|---|---|---|---|---|---|
| David Louis Fitzgerald | The Wharton Advisory Group, LLC independent RIA | Clearview Financial Partners no RAUM | Other | Dec 6, 2018 | Sep 25, 2017 |
| Winfield Ross Young | LPL Financial LLC independent RIA | Clearview Financial Partners no RAUM | Other | Oct 22, 2018 | Apr 27, 2018 |
| Steven Richard Montgomery | The Wharton Advisory Group, LLC independent RIA | Clearview Financial Partners no RAUM | Other | Jul 5, 2018 | May 3, 2018 |
| Andrew William Factor | The Wharton Advisory Group, LLC independent RIA | Clearview Financial Partners no RAUM | Other | Jul 5, 2018 | Apr 26, 2018 |
| Jeffrey Mitchell Factor | Fsc Securities Corporation other | Clearview Financial Partners no RAUM | Other | Aug 24, 2010 | Apr 26, 2018 (2802 d) |
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5 moves match.