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 Investment Management Of Virginia, LLC

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
William Ernest SizemoreInvestment Management Of Virginia, LLC independent RIAPinnacle Associates, Ltd. mixed wealthRIA to RIADec 11, 2023May 18, 2023
Joseph Cornelius GodseyInvestment Management Of Virginia, LLC independent RIAPinnacle Associates, Ltd. mixed wealthRIA to RIADec 11, 2023May 18, 2023
Thomas Friedich NeuhausInvestment Management Of Virginia, LLC independent RIAPinnacle Associates, Ltd. mixed wealthRIA to RIADec 11, 2023May 18, 2023
George Jennings McveyInvestment Management Of Virginia, LLC independent RIADynamis Advisors, LLC otherOtherDec 11, 2023Mar 23, 2007
John Holmes BocockInvestment Management Of Virginia, LLC independent RIADynamis Advisors, LLC otherOtherDec 11, 2023Mar 23, 2007
Reginald George PickralInvestment Management Of Virginia, LLC independent RIAPinnacle Associates, Ltd. mixed wealthRIA to RIADec 11, 2023May 18, 2023
Mark Andrew LevinInvestment Management Of Virginia, LLC otherDavenport & Company LLC otherOtherFeb 13, 2009Feb 10, 2009
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7 moves match.