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 Avitas Wealth Management, 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 |
|---|---|---|---|---|---|
| Amit Josef | UBS Financial Services Inc. wirehouse | Avitas Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Aug 21, 2018 | Nov 13, 2018 (84 d) |
| Greg Robert Satz | Pks Advisory Services, LLC other | Avitas Wealth Management, LLC no RAUM | Other | Dec 31, 2017 | Dec 15, 2017 |
| Eric H. Taslitz | Pks Advisory Services, LLC other | Avitas Wealth Management, LLC no RAUM | Other | Dec 31, 2017 | Dec 15, 2017 |
| James Scott Duncanson | Pks Advisory Services, LLC other | Avitas Wealth Management, LLC no RAUM | Other | Dec 31, 2017 | Dec 18, 2017 |
| Nathaniel Steven Downes | UBS Financial Services Inc. wirehouse | Avitas Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 11, 2017 | Nov 9, 2018 (333 d) |
| Peter S Lee | UBS Financial Services Inc. wirehouse | Avitas Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 11, 2017 | Nov 8, 2018 (332 d) |
| Gunit Kaur Bedi | UBS Financial Services Inc. wirehouse | Avitas Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Dec 10, 2017 | Nov 8, 2018 (333 d) |
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7 moves match.