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 Netadvizor Wealth 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 |
|---|---|---|---|---|---|
| Seth Mcneil Deaver | Selective Wealth Management, Inc. independent RIA | Netadvizor Wealth LLC state registered | RIA to a state-registered adviser | Nov 11, 2024 | Nov 26, 2024 |
| Timothy Wayne Davis | LPL Financial LLC BD affiliated | Netadvizor Wealth LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Dec 31, 2021 | Aug 19, 2022 (231 d) |
| Jordan Fulton | Netadvizor, LLC unclassified | Netadvizor Wealth LLC state registered | Other | Dec 31, 2020 | Aug 19, 2022 (596 d) |
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3 moves match.