DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Harborview Asset Management 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 |
|---|---|---|---|---|---|
| Craig Gerald Davis | Drive Wealth Advisers independent RIA | Harborview Asset Management LLC no RAUM | RIA to a newly registered adviser | Dec 16, 2024 | Oct 1, 2024 |
| Richard Kent Baird | Drive Wealth Advisers independent RIA | Harborview Asset Management LLC no RAUM | RIA to a newly registered adviser | Dec 16, 2024 | Oct 8, 2024 |
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2 moves match.