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 Victory Capital Management 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
Pamela Sue KenastonVictory Capital Management Inc. otherAmeritas Advisory Services independent RIAOtherNov 23, 2004Nov 17, 2020 (5838 d)
Richard Tobias CarlinVictory Capital Management Inc. otherCookson Peirce Wealth Management otherOtherNov 12, 2004Aug 28, 2008 (1385 d)
Brian Scott HiderVictory Capital Management Inc. otherLanding Point Financial Group independent RIAOtherNov 12, 2004Nov 23, 2022 (6585 d)
Michael Thomas MillerVictory Capital Management Inc. otherNew York Life Investment Management LLC otherOtherJun 21, 2004Jun 29, 2004
Page 2 of 2Previous
64 moves match.