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 Virtus Capital Advisers, 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
Robert Kenneth KuberskiVirtus Capital Advisers, LLC otherEaton Vance Management otherOtherJun 1, 2017Sep 29, 2017 (120 d)
Brian P MaloneVirtus Capital Advisers, LLC otherEdward Jones national BDOtherJun 1, 2017Jul 3, 2017 (32 d)
Brian Michael RidgewayVirtus Capital Advisers, LLC otherAdvisors Asset Management, Inc. otherOtherMay 1, 2017Feb 9, 2018 (284 d)
Robert Madison StearnsVirtus Capital Advisers, LLC otherJ.P. Morgan Securities LLC wirehouseOtherFeb 3, 2017Nov 26, 2024 (2853 d)
Matthew Moore TollisonVirtus Capital Advisers, LLC otherNeuberger Berman Bd LLC otherOtherMay 2, 2016Apr 25, 2016
James Gordon KishVirtus Capital Advisers, LLC otherGlobalt Investments otherOtherApr 7, 2016Jul 27, 2017 (476 d)
Dara Beth DayVirtus Capital Advisers, LLC otherStableriver Capital Management LLC otherOtherApr 7, 2016Oct 17, 2008
Robert Matthew WatersVirtus Capital Advisers, LLC otherScottrade Investment Management otherOtherFeb 29, 2016Jan 30, 2017 (336 d)
Joseph Ashby FaxioVirtus Capital Advisers, LLC otherMorgan Stanley wirehouseOtherSep 24, 2015Oct 27, 2015 (33 d)
James Higgins DegennaroVirtus Capital Advisers, LLC otherVoya Investment Management Co. LLC otherOtherJul 14, 2015Dec 14, 2022 (2710 d)
James Matthew AmersonVirtus Capital Advisers, LLC otherEdward Jones national BDOtherApr 14, 2015Jan 9, 2018 (1001 d)
Eric Scott WilsonVirtus Capital Advisers, LLC otherEdward Jones national BDOtherMay 12, 2014May 19, 2014
Kimberly Vinece LongVirtus Capital Advisers, LLC otherMorgan Stanley wirehouseOtherNov 5, 2013Nov 16, 2015 (741 d)
Robert William CornerVirtus Capital Advisers, LLC otherEdge Advisors, LLC otherOtherOct 11, 2010Oct 12, 2010
Paul Judson PilcherVirtus Capital Advisers, LLC otherCalamos Wealth Management LLC otherOtherJun 2, 2010Jun 28, 2010
Diane Frances SchmidtVirtus Capital Advisers, LLC otherTruist Advisory Services, Inc. otherOtherMar 23, 2009Mar 8, 2017 (2907 d)
David Zachariah WalleyVirtus Capital Advisers, LLC otherBb&T Institutional Investment Advisers, Inc. otherOtherMar 23, 2009Jul 14, 2015 (2304 d)
Robert Scott BowmanVirtus Capital Advisers, LLC otherEdelman Financial Services, LLC otherOtherFeb 19, 2008Apr 9, 2008 (50 d)
Boyce George ReidVirtus Capital Advisers, LLC otherBgr Advisors state registeredOtherJun 11, 2007Jun 22, 2007
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19 moves match.