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 Asset Management Advisors 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 |
|---|---|---|---|---|---|
| Karen Sotallaro | Asset Management Advisors Inc independent RIA | Oak Harvest Investment Services independent RIA | RIA to RIA | Aug 25, 2021 | Jun 2, 2021 |
| Donna Jean Medcalf | Asset Management Advisors Inc independent RIA | Granite Harbor Advisors, Inc. independent RIA | RIA to RIA | Jul 10, 2018 | Jul 13, 2018 |
| Jonathan Rowe Salvato | Asset Management Advisors Inc other | Investec Wealth Strategies other | Other | Feb 26, 2018 | Mar 13, 2018 |
| Shannon Jon Pike | Asset Management Advisors Inc other | Tanglewood Legacy Advisors, LLC other | Other | Jan 8, 2016 | May 13, 2016 (126 d) |
| Michelle Pamela Connell | Asset Management Advisors Inc other | Mission Hill Advisors, LLC no RAUM | Other | Dec 13, 2013 | Dec 2, 2015 (719 d) |
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5 moves match.