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 Afam Capital, 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.

AdvisorFromToTypeLeftRegistered
Christopher Duncan CreedAfam Capital, Inc. independent RIAVenturi Private Wealth independent RIARIA to RIANov 5, 2018Nov 2, 2018
John BuckinghamAfam Capital, Inc. independent RIANorthcoast Asset Management LLC independent RIARIA to RIANov 5, 2018Nov 16, 2018
Jason R ClarkAfam Capital, Inc. independent RIANorthcoast Asset Management LLC independent RIARIA to RIANov 5, 2018Nov 27, 2018
Vito Antonio SciaraffiaAfam Capital, Inc. independent RIAInnealta Capital asset managerOtherNov 5, 2018Jul 11, 2018
Christopher Douglas TaylorAfam Capital, Inc. independent RIANorthcoast Asset Management LLC independent RIARIA to RIANov 5, 2018Nov 27, 2018
Nicholas Austin BowersAfam Capital, Inc. independent RIAInnealta Capital asset managerOtherJun 12, 2018Jul 11, 2018
Duane Robert MattsonAfam Capital, Inc. otherDimensional Fund Advisors LP otherOtherMay 15, 2012May 17, 2012
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7 moves match.