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 Russell 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 |
|---|---|---|---|---|---|
| David Glen Dowell | Russell Capital Management, LLC independent RIA | Meridian Wealth Management, LLC independent RIA | RIA to RIA | Nov 12, 2020 | Oct 6, 2020 |
| Justin George Sautter | Russell Capital Management, LLC independent RIA | Meridian Wealth Management, LLC independent RIA | RIA to RIA | Nov 12, 2020 | Sep 22, 2020 |
| Garrett Lee Headley | Russell Capital Management, LLC other | Independent Financial Partners other | Other | Jan 14, 2014 | Dec 20, 2013 |
| Christian Eastwood Erickson | Russell Capital Management, LLC other | Independent Financial Partners other | Other | Jul 25, 2012 | Jul 19, 2012 |
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4 moves match.