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 Marsico Capital Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Cory Matthew Ross | Marsico Capital Management, LLC other | Prairie Capital Management Group, LLC mixed wealth | Other | Nov 3, 2021 | Jan 1, 2025 (1155 d) |
| John Joseph Hanley | Marsico Capital Management, LLC other | J.P. Morgan Securities LLC wirehouse | Other | Apr 25, 2017 | Jan 29, 2024 (2470 d) |
| David Warren Lubchenco | Marsico Capital Management, LLC other | Robert W. Baird & Co. Incorporated other | Other | May 11, 2016 | Apr 25, 2016 |
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3 moves match.