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
Departures from Sigma Investment Management Company
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 |
|---|---|---|---|---|---|
| Matthew William Sheets | Sigma Investment Management Company no RAUM | Mercer Global Advisors Inc. independent RIA | Other | Apr 23, 2019 | Dec 20, 2018 |
| Kyle B Watt | Sigma Investment Management Company other | Advice And Planning Services other | Other | Oct 7, 2015 | Oct 8, 2015 |
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2 moves match.