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 Dewitt Capital Management
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 |
|---|---|---|---|---|---|
| Robert J Milnes | Dewitt Capital Management independent RIA | Advisory Services Network independent RIA | RIA to RIA | Oct 1, 2019 | Nov 13, 2019 (43 d) |
| Scott David Frank | Dewitt Capital Management other | Etf Model Solutions, LLC independent RIA | Other | Feb 2, 2016 | Feb 5, 2018 (734 d) |
| Paul Anthony Milnes | Dewitt Capital Management other | Persimmon Capital Management LP other | Other | Apr 25, 2013 | Apr 9, 2014 (349 d) |
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3 moves match.