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 R M Davis Inc
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 |
|---|---|---|---|---|---|
| Reid Vaile Smith | R M Davis Inc independent RIA | David Wendell Associates, Inc. independent RIA | RIA to RIA | Aug 31, 2023 | Sep 8, 2023 |
| Jill Hibyan | R M Davis Inc independent RIA | F L Putnam Investment Management Co. independent RIA | RIA to RIA | Aug 25, 2022 | Nov 8, 2022 (75 d) |
| Michael James Hanlon | R M Davis Inc other | F L Putnam Investment Management Co. independent RIA | Other | Dec 13, 2016 | Sep 26, 2025 (3209 d) |
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3 moves match.