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 Edgemoor Investment Advisors, 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 |
|---|---|---|---|---|---|
| Ross Jordan Smyth | Edgemoor Investment Advisors, Inc. independent RIA | Glassy Mountain Advisors, Inc. no RAUM | RIA to a newly registered adviser | Aug 19, 2021 | Jun 14, 2021 |
| Michael James Leasure | Edgemoor Investment Advisors, Inc. other | Truist Advisory Services, Inc. no RAUM | Other | Aug 7, 2009 | Sep 14, 2016 (2595 d) |
| Freeman Napier Jelks | Edgemoor Investment Advisors, Inc. other | Fnj 3, LLC state registered | Other | Mar 4, 2009 | Mar 18, 2009 |
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3 moves match.