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 Surevest Private Wealth

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.

AdvisorFromToTypeLeftRegistered
Jeremy A KisnerSurevest Wealth Management independent RIASurevest Private Wealth independent RIARIA to RIAFeb 7, 2020Jan 31, 2020
Peter R BurnhamSurevest Wealth Management independent RIASurevest Private Wealth independent RIARIA to RIAFeb 7, 2020Feb 7, 2020
Breanne Nicole PoloniaSurevest Wealth Management independent RIASurevest Private Wealth independent RIARIA to RIAFeb 7, 2020Jan 16, 2020
Luis A GaldamezSurevest Wealth Management independent RIASurevest Private Wealth independent RIARIA to RIAFeb 7, 2020Jan 16, 2020
Haddy Alexander HomampourSurevest Wealth Management independent RIASurevest Private Wealth independent RIARIA to RIAFeb 7, 2020Jan 16, 2020
Alexander Harrison KellerSurevest Wealth Management independent RIASurevest Private Wealth independent RIARIA to RIAFeb 7, 2020Jan 16, 2020
Moriah RanadeSurevest Wealth Management independent RIASurevest Private Wealth independent RIARIA to RIAFeb 7, 2020Feb 3, 2020
Levi James BrownSurevest Wealth Management independent RIASurevest Private Wealth independent RIARIA to RIAFeb 7, 2020Jan 31, 2020
William Anthony Hodapp1st Global Advisors Inc BD affiliatedSurevest Private Wealth independent RIAAffiliated broker-dealer or bank to independent RIAJun 26, 2018Oct 26, 2020 (853 d)
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9 moves match.