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 Williamson Legacy Group, 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 |
|---|---|---|---|---|---|
| Joseph Richard Williamson | Axxcess Wealth Management, LLC independent RIA | Williamson Legacy Group, LLC no RAUM | RIA to a newly registered adviser | Mar 24, 2022 | Apr 19, 2022 |
| Jeanette Leann Mccormick | Axxcess Wealth Management, LLC independent RIA | Williamson Legacy Group, LLC no RAUM | RIA to a newly registered adviser | Mar 24, 2022 | Mar 20, 2022 |
| Donald Matthew Phelan | Axxcess Wealth Management, LLC independent RIA | Williamson Legacy Group, LLC no RAUM | RIA to a newly registered adviser | Mar 24, 2022 | Mar 20, 2022 |
| Owen Patrick Williamson | Axxcess Wealth Management, LLC independent RIA | Williamson Legacy Group, LLC no RAUM | RIA to a newly registered adviser | Mar 24, 2022 | Mar 21, 2022 |
| Benjamin Charles Hecht | Axxcess Wealth Management, LLC independent RIA | Williamson Legacy Group, LLC no RAUM | RIA to a newly registered adviser | Mar 24, 2022 | Mar 20, 2022 |
Page 1 of 1
5 moves match.