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 Eidelman Virant Capital

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
John Andrew VirantEidelman Virant Capital independent RIAKrilogy independent RIARIA to RIAJul 17, 2023Mar 20, 2023
Stanley FingerEidelman Virant Capital independent RIADaytona Street Capital independent RIARIA to RIAApr 10, 2023Apr 12, 2023
David Robert EidelmanEidelman Virant Capital independent RIADaytona Street Capital independent RIARIA to RIAApr 10, 2023Apr 12, 2023
Thomas Aron EidelmanEidelman Virant Capital independent RIADaytona Street Capital independent RIARIA to RIAMar 1, 2023Mar 16, 2022
Benjamin Muni WeissEidelman Virant Capital independent RIADaytona Street Capital independent RIARIA to RIAMar 16, 2022Mar 16, 2022
Robert Eric BertmanEidelman Virant Capital otherBuckingham Strategic Wealth, LLC independent RIAOtherNov 12, 2015Jun 5, 2024 (3128 d)
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6 moves match.