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 Ims Capital Management

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
Carl William MarkerIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Oct 28, 2025
Steve Foster HaugIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Mar 10, 2026
Christopher L MaganaIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Nov 4, 2025
Daniel Allan BelicaIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Feb 9, 2026
Douglas Paul KintzingerIms Capital Management independent RIAPinnacle Wealth Advisors independent RIARIA to RIAAug 24, 2026Mar 12, 2026
David Michael BuddIms Capital Management otherBancwest Investment Services, Inc. (Bwis) otherOtherJun 19, 2012Jun 19, 2012
Arthur Geronimo NunesIms Capital Management otherNorthwest Asset Management otherOtherJan 3, 2011Nov 30, 2010
Cameron King MartinIms Capital Management otherMartin Capital Partners, LLC otherOtherJun 18, 2010Jun 17, 2010
Micah Feiner ChildIms Capital Management otherGrange Capital, LLC otherOtherSep 4, 2007Jul 23, 2008 (323 d)
William Louis AsherIms Capital Management otherWamu Investments, Inc. unclassifiedOtherJun 16, 2003Jul 9, 2003
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10 moves match.