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 Inverness Counsel, 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
Richard Wells HagnerInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Henry Paul RenardInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Philip S. LawrenceInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Adrian SanchoInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Richard ChestertonInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Robert Kent MaddockInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Thomas Bridges DickeyInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Lauren E. WaldoInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Michael C. AjelloInverness Counsel, LLC independent RIACorient independent RIARIA to RIAMar 31, 2023Jan 27, 2023
Timothy Markley GhriskeyInverness Counsel, LLC independent RIAIngalls Investment Management, LLC independent RIARIA to RIAAug 31, 2022Nov 12, 2021
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10 moves match.