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 Woodmont Investment Counsel, 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 |
|---|---|---|---|---|---|
| Andrew Julius Taylor | Woodmont Investment Counsel, LLC independent RIA | Jefferson Bridge Capital, LLC institutional | Other | Dec 22, 2023 | Dec 22, 2023 |
| Joshua Anthony Ireland | Woodmont Investment Counsel, LLC independent RIA | Jefferson Bridge Capital, LLC institutional | Other | Dec 22, 2023 | Jan 2, 2024 |
| Matthew Timothy Bugarin | Woodmont Investment Counsel, LLC independent RIA | 12th Street Asset Management mixed wealth | RIA to RIA | Jul 9, 2019 | Jul 5, 2019 |
| Jesse Rogers Clayton | Woodmont Investment Counsel, LLC other | Osaic Wealth, Inc. BD affiliated | Other | Aug 13, 2013 | Aug 18, 2025 (4388 d) |
Page 1 of 1
4 moves match.