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 Generous Wealth Management
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 |
|---|---|---|---|---|---|
| William Patrick Kelly | Verity Capital Management, LLC unclassified | Generous Wealth Management state registered | Other | Dec 24, 2023 | Feb 28, 2024 (66 d) |
| John Whitman Sardoni | Financial Gravity Family Office Services, LLC independent RIA | Generous Wealth Management state registered | RIA to a state-registered adviser | Jan 26, 2023 | Aug 22, 2023 (208 d) |
| Lee Michael Generous | LPL Financial LLC BD affiliated | Generous Wealth Management state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 12, 2021 | Mar 16, 2022 (124 d) |
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3 moves match.