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 Westwood Management Corp
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 |
|---|---|---|---|---|---|
| Daniel Braun | Westwood Management Corp other | Westwood Wealth Management mixed wealth | Other | Jul 21, 2026 | Jul 21, 2026 |
| Steven Craig Blokdyk | Westwood Management Corp other | Crossmark Global Investments, Inc. mixed wealth | Other | Jul 2, 2024 | Feb 19, 2025 (232 d) |
| Harvey Patrick Steele | Westwood Management Corp other | Caz Investments L.P. asset manager | Other | Jun 13, 2024 | Jul 13, 2024 |
| Ronald Winston Cato | Westwood Management Corp other | Victory Capital Management Inc. asset manager | Other | Feb 14, 2024 | Jun 6, 2024 (113 d) |
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4 moves match.