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 Highlander 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
Richard Keith MartinoHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Eckart Alexander WeeckHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Patrick Paul AppelloHighlander Capital Management LLC independent RIABuckman Advisory Group LLC independent RIARIA to RIAJul 17, 2024Apr 11, 2024
Stephen Joseph CallahanHighlander Capital Management LLC independent RIAKnights Of Columbus Asset Advisors LLC institutionalOtherJul 17, 2024Jan 18, 2024
Philip John KiernanHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Apr 2, 2024
Ryan Bret MacwrightHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Cheryl Lund HarrisHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Ellen Deborah SandlerHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
Bruce Charles AltschulerHighlander Capital Management LLC independent RIACarnegie Lake Advisors LLC no RAUMRIA to a newly registered adviserJul 17, 2024Mar 25, 2024
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9 moves match.