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 Virtue Wealth Counsel, 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 |
|---|---|---|---|---|---|
| Brett Reed Castinado | Byrne Wealth Management, LLC unclassified | Virtue Wealth Counsel, LLC state registered | Other | Aug 20, 2020 | Aug 26, 2020 |
| Mark N Henry | Stewardship Advisory Group, LLC independent RIA | Virtue Wealth Counsel, LLC state registered | RIA to a state-registered adviser | Jun 14, 2019 | Jun 2, 2019 |
| Richard Wayne Warner | Sequent Planning, LLC independent RIA | Virtue Wealth Counsel, LLC state registered | RIA to a state-registered adviser | Dec 31, 2018 | Jan 3, 2019 |
| Dennis Gerard Peatrowsky | Questar Asset Management, Inc. BD affiliated | Virtue Wealth Counsel, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Sep 26, 2018 | Sep 27, 2018 |
Page 1 of 1
4 moves match.