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 Ofi Global Institutional, 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.

AdvisorFromToTypeLeftRegistered
Michael Joseph StavarOfi Global Institutional, Inc. otherChilton Capital Management Advisors Inc. otherOtherApr 9, 2007Aug 22, 2011 (1596 d)
Daniel William CarrollOfi Global Institutional, Inc. otherCentury Management Financial Advisors otherOtherDec 20, 2005Oct 18, 2013 (2859 d)
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2 moves match.