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 Wilson, Kemp & Associates, 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
Christopher Randolph BaccellaWilson, Kemp & Associates, Inc. otherRevalue LLC independent RIAOtherMar 27, 2015Jan 15, 2019 (1390 d)
Mark Edward Van FaussienWilson, Kemp & Associates, Inc. otherAzimuth Capital Management LLC otherOtherMay 6, 2013May 10, 2013
William Charles GoughWilson, Kemp & Associates, Inc. otherAzimuth Capital Management LLC otherOtherMay 6, 2013May 10, 2013
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3 moves match.