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 Sincerus Advisory
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 |
|---|---|---|---|---|---|
| Samantha Schnurr | Fintrust Capital Advisors, LLC mixed wealth | Sincerus Advisory independent RIA | RIA to RIA | Mar 19, 2024 | May 5, 2024 (47 d) |
| Valerie Gayle Williams | Capital Investment Advisory Services, LLC BD affiliated | Sincerus Advisory independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 31, 2022 | Mar 22, 2022 (50 d) |
| David Flores Wilson | Watts Capital Partners LLC independent RIA | Sincerus Advisory independent RIA | RIA to RIA | May 28, 2020 | May 15, 2020 |
| Daniel Thomas Ryan | Brownson, Rehmus & Foxworth, Inc. no RAUM | Sincerus Advisory independent RIA | Other | Nov 16, 2009 | May 14, 2020 (3832 d) |
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4 moves match.