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 The London Company Of Virginia
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 |
|---|---|---|---|---|---|
| Timothy Andrew Mathieu | The London Company Of Virginia mixed wealth | Virtue Capital Management, LLC independent RIA | RIA to RIA | Mar 20, 2019 | Sep 17, 2019 (181 d) |
| Madison Reece Early | The London Company Of Virginia other | Motley Fool Wealth Management, LLC independent RIA | Other | Oct 2, 2017 | Oct 31, 2023 (2220 d) |
| Douglas William Swartz | The London Company Of Virginia other | Edelman Financial Services, LLC other | Other | Jun 4, 2013 | Jun 4, 2013 |
| Jesse Wade Stinnette | The London Company Of Virginia other | Certus Investment Advisors, LLC other | Other | Sep 27, 2012 | Nov 1, 2012 (35 d) |
Page 1 of 1
4 moves match.