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 Genter 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.

AdvisorFromToTypeLeftRegistered
Charles Andrew RobbGenter Capital Management independent RIAGenter Advisors LLC otherOtherMay 24, 2022Dec 1, 2006
Brandon Lee ThuottGenter Capital Management independent RIATelos Capital Management, Inc. independent RIARIA to RIAMay 24, 2022May 28, 2022
Alexander A TranGenter Capital Management independent RIAVantage Wealth independent RIARIA to RIADec 8, 2021Nov 12, 2021
Scott Elliott MillerGenter Capital Management otherCommonwealth Financial Network national BDOtherFeb 14, 2018Aug 23, 2017
Paul Sangyop LeeGenter Capital Management otherMirae Asset Wealth Management (USA) Inc. unclassifiedOtherAug 22, 2016Sep 8, 2015
Peter Dominic DemartinoGenter Capital Management otherFisher Investments otherOtherAug 6, 2014Aug 4, 2014
Jonathan Paul FairchildGenter Capital Management otherGenter Advisors LLC otherOtherOct 5, 2011Jul 26, 2001
Clint Francis De Castro CamuaGenter Capital Management otherGlencrest Investment Advisors, Inc. unclassifiedOtherNov 7, 2006Oct 31, 2006
Aileen A. GrantGenter Capital Management otherGenter Advisors LLC otherOtherDec 31, 2005Jul 30, 2002
Shannon Marie SutherlandGenter Capital Management otherA. G. Edwards & Sons, Inc. unclassifiedOtherApr 21, 2005Jan 10, 2005
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10 moves match.