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 Legacy Capital Partners, 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.

AdvisorFromToTypeLeftRegistered
James Charles JanikowskiLegacy Capital Partners, Inc. independent RIADana Investment Advisors Inc mixed wealthRIA to RIAJun 6, 2022Jun 1, 2022
Thomas J WickmanLegacy Capital Partners, Inc. independent RIADana Investment Advisors Inc mixed wealthRIA to RIAJun 3, 2022Jun 1, 2022
Garrett Joseph BrigmanLegacy Capital Partners, Inc. independent RIADana Investment Advisors Inc mixed wealthRIA to RIAJun 3, 2022Jun 1, 2022
Jeffry J BrigmanLegacy Capital Partners, Inc. independent RIADana Investment Advisors Inc mixed wealthRIA to RIAJun 3, 2022Jun 1, 2022
Laura Sue BarryLegacy Capital Partners, Inc. otherBarry Capital Management, Inc. unclassifiedOtherMay 26, 2004Jun 29, 2004 (34 d)
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5 moves match.