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 Vision Capital Management Inc
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 |
|---|---|---|---|---|---|
| Courtney Leigh Mersereau | Vision Capital Management Inc independent RIA | Mercer Global Advisors Inc. independent RIA | RIA to RIA | Jan 4, 2023 | Feb 8, 2023 (35 d) |
| Heidi Mathews Jeromanovs | Vision Capital Management Inc independent RIA | Evergreen Capital Management LLC independent RIA | RIA to RIA | Nov 19, 2018 | Dec 6, 2018 |
| Donald James Leek | Vision Capital Management Inc other | Advisory Services Network other | Other | May 9, 2017 | Aug 21, 2017 (104 d) |
| Todd Sinclair Jessup | Vision Capital Management Inc other | Synergy Asset Management, LLC independent RIA | Other | Apr 29, 2016 | May 30, 2023 (2587 d) |
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4 moves match.