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 Garcia Hamilton & Associates LP
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 |
|---|---|---|---|---|---|
| Daniel Joseph Kallus | Garcia Hamilton & Associates LP other | Wealthspire Retirement Advisory other | Other | Jun 10, 2014 | Jun 11, 2014 |
| Peter Steelman | Garcia Hamilton & Associates LP other | Wells Fargo Advisors wirehouse | Other | Jan 2, 2009 | May 5, 2026 (6332 d) |
| James Patton Webb | Garcia Hamilton & Associates LP other | Perseides Partners, LLC unclassified | Other | Jan 2, 2009 | Feb 14, 2006 |
| William Darrell Willerson | Garcia Hamilton & Associates LP other | Fortress Asset Management LP unclassified | Other | Dec 9, 2005 | Feb 14, 2006 (67 d) |
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4 moves match.