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 Flagship 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 |
|---|---|---|---|---|---|
| Brian Jeffrey Howles | Flagship Capital Management Inc independent RIA | Gyl Financial Synergies, LLC independent RIA | RIA to RIA | Aug 12, 2024 | Jul 24, 2024 |
| Scott Raymond Inglis | Flagship Capital Management Inc other | Great Circle Investment Management unclassified | Other | Mar 19, 2009 | Mar 20, 2009 |
| William Lawrence Hagan | Flagship Capital Management Inc other | Hirtle & Co., LLC other | Other | Aug 30, 2005 | Aug 30, 2005 |
| Marc Allen Turner | Flagship Capital Management Inc other | Renaissance Advisory Group state registered | Other | Oct 31, 2003 | May 26, 2004 (208 d) |
| Michael John Gambol | Flagship Capital Management Inc other | Blackrock Capital Management, Inc. other | Other | Jan 13, 2003 | Oct 22, 2004 (648 d) |
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5 moves match.