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 Madison Investment Holdings, Inc
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 |
|---|---|---|---|---|---|
| Jeffrey Edward Simonbaker | Madison Investment Holdings, Inc no RAUM | Madison Investment Advisors, LLC other | Other | Dec 31, 2011 | Jan 27, 2011 |
| Steven Allan Carl | Madison Investment Holdings, Inc no RAUM | Northroad Capital Management LLC other | Other | Dec 31, 2011 | Jul 1, 2013 (548 d) |
| Brian John Cleven | Madison Investment Holdings, Inc no RAUM | Madison Investment Advisors, LLC other | Other | Apr 6, 2011 | Jan 26, 2011 |
| Bradley Allen O'Keef | Madison Investment Holdings, Inc no RAUM | Relative Value Partners, LLC other | Other | Apr 18, 2008 | Nov 10, 2009 (571 d) |
| Timothy Mead Baker | Madison Investment Holdings, Inc no RAUM | Symmetry Partners other | Other | Feb 15, 2008 | Jun 17, 2016 (3045 d) |
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5 moves match.