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 Academy Capital Management
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 |
|---|---|---|---|---|---|
| Jeremy Scott Mocek | Academy Capital Management independent RIA | Richard P. Slaughter Associates, Inc. independent RIA | RIA to RIA | Nov 14, 2023 | Nov 20, 2023 |
| Ernest Adolf Stiba | Academy Capital Management other | Woodbury Financial Services, Inc. other | Other | Nov 4, 2011 | May 26, 2006 |
Page 1 of 1
2 moves match.