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 West Capital Management, 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
Joseph John DimaioWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 18, 2016
Matthew Edward WestWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 17, 2016
Dane Francis CzaplickiWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 18, 2016
Christopher Joseph TopolewskiWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 17, 2016
Timothy Michael MacarakWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 18, 2016
Erik William O'NealWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 18, 2016
Erik Robert HickmanWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 18, 2016
Andrew Blake SachaisWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 18, 2016
Mark William FeldserWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 18, 2016
James C KellyWest Capital Management, Inc. otherBryn Mawr Trust Advisors, LLC otherOtherMar 30, 2017Oct 18, 2016
James Ian TothWest Capital Management, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherSep 24, 2015Oct 2, 2015
Kevin James GalvinWest Capital Management, Inc. otherHopwood Financial Services, Inc. otherOtherJan 27, 2015Feb 5, 2015
Kara E SchrankWest Capital Management, Inc. otherMorgan Stanley wirehouseOtherJun 17, 2013Mar 14, 2013
Page 1 of 1
13 moves match.