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 Horan Capital Management,LLC

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
Jay Paul SchumanHoran Capital Management,LLC independent RIAConnectus Wealth no RAUMRIA to a newly registered adviserDec 31, 2020Jan 10, 2021
Christina Lynn GarlandHoran Capital Management,LLC independent RIAConnectus Wealth no RAUMRIA to a newly registered adviserDec 31, 2020Jan 10, 2021
Matthew Cullen CheneyHoran Capital Management,LLC independent RIAConnectus Wealth no RAUMRIA to a newly registered adviserDec 31, 2020Jan 11, 2021
Stavros Elias RizakosHoran Capital Management,LLC independent RIAConnectus Wealth no RAUMRIA to a newly registered adviserDec 31, 2020Jan 10, 2021
Samrang Vattana HaiHoran Capital Management,LLC independent RIABelleros Capital Management unclassifiedOtherJul 26, 2018Jul 23, 2018
Thomas Jon CasperHoran Capital Management,LLC otherLyons Wealth Management otherOtherJun 16, 2010Nov 12, 2009
Ryan Steven SerrecchiaHoran Capital Management,LLC otherEp Wealth Advisors otherOtherOct 10, 2008Oct 10, 2012 (1461 d)
Damian Joseph GallinaHoran Capital Management,LLC otherButtonwood Financial Advisors, Inc. otherOtherMar 25, 2008Apr 18, 2008
Allan Frederick WestcottHoran Capital Management,LLC otherAviance Capital Management, LLC otherOtherFeb 27, 2006Nov 19, 2007 (630 d)
Page 1 of 1
9 moves match.