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 Fairvoy Private 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 |
|---|---|---|---|---|---|
| Stephen Michael Davis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fairvoy Private Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 9, 2024 | Apr 5, 2024 |
| Ashley Counts Davis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fairvoy Private Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 9, 2024 | Apr 5, 2024 |
| Claudia M Johnston | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fairvoy Private Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 8, 2024 | Apr 5, 2024 |
| David Neal Carroll | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fairvoy Private Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 8, 2024 | Apr 5, 2024 |
| Alma Maric | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fairvoy Private Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 8, 2024 | Apr 5, 2024 |
| Harry Alan Word | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fairvoy Private Wealth, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Apr 8, 2024 | Apr 5, 2024 |
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6 moves match.