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 Capital Research & Consulting 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 |
|---|---|---|---|---|---|
| Dylan James Mosby | Capital Research & Consulting LLC institutional | World Investment Advisors, LLC other | Other | Oct 3, 2025 | Aug 21, 2025 |
| Gabrielle Kristina Stapleton | Capital Research & Consulting LLC institutional | Arroyo Investment Group, LLC independent RIA | Other | Jul 22, 2019 | Jul 23, 2019 |
| Kristina Marie Zimmerman | Capital Research & Consulting LLC other | Financial Security Management, Inc other | Other | Sep 30, 2015 | Jan 10, 2017 (468 d) |
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3 moves match.