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 Avondale Partners, 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.

AdvisorFromToTypeLeftRegistered
David Nathan HaleAvondale Conquest, LLC otherAvondale Partners, LLC otherOtherJul 24, 2018Aug 15, 2012
Mackenzie Cunningham&Partners otherAvondale Partners, LLC otherOtherJun 20, 2016Jun 16, 2016
Norman Wayne JordanInvest Financial Corporation otherAvondale Partners, LLC otherOtherMay 27, 2016Jul 7, 2016 (41 d)
Sarah Jane ZinkAvondale Conquest, LLC otherAvondale Partners, LLC otherOtherSep 16, 2015Mar 8, 2010
John David SantiLexington Financial/Life Management, LLC otherAvondale Partners, LLC otherOtherMar 17, 2015Mar 17, 2015
Benjamin Tallman MayMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAvondale Partners, LLC otherOtherDec 20, 2013Apr 8, 2014 (109 d)
Waymon Reuben TiptonStephens otherAvondale Partners, LLC otherOtherJan 15, 2013Jan 14, 2013
James Francis MurphyKeel Point Advisors, LLC otherAvondale Partners, LLC otherOtherAug 3, 2012Aug 9, 2012
Terry Darold DavisAvondale Conquest, LLC otherAvondale Partners, LLC otherOtherMar 9, 2012Mar 8, 2010
David MorrisChurch Street Advisors LLC unclassifiedAvondale Partners, LLC otherOtherDec 23, 2010Aug 17, 2010
Robert Owen WalkerSuntrust Investment Services, Inc. otherAvondale Partners, LLC otherOtherJun 17, 2009Jun 22, 2009
Steven Walter GlasgowAvondale Partners, LLC unclassifiedAvondale Partners, LLC otherOtherMay 4, 2009May 8, 2009
Jordan Fleming SiblerAvondale Partners, LLC unclassifiedAvondale Partners, LLC otherOtherMay 4, 2009May 8, 2009
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13 moves match.