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 Nakoma 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Craig E Peterman | Nakoma Capital Management, LLC other | Prism Wealth Management state registered | Other | Dec 31, 2018 | Jan 4, 2016 |
| Mark Alexander Fedenia | Nakoma Capital Management, LLC other | Atlatl Advisers independent RIA | Other | Mar 18, 2013 | Jun 28, 2016 (1198 d) |
| Gregory Joseph Schroeder | Nakoma Capital Management, LLC other | Wisco Research LLC unclassified | Other | Oct 17, 2008 | Apr 20, 2009 (185 d) |
| James Thomas Evans | Nakoma Capital Management, LLC other | Thompson Investment Management, Inc. mixed wealth | Other | Jan 27, 2005 | Mar 5, 2024 (6977 d) |
| Craig E Peterman | Nakoma Capital Management, LLC other | Citigroup Global Markets Inc. other | Other | Jan 27, 2005 | Jan 20, 2005 |
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5 moves match.