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 Quantitative Advantage, 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 |
|---|---|---|---|---|---|
| John William Wing | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 26, 2023 |
| James Russell Ferrin | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 26, 2023 |
| Theodore Jack Ecker | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 21, 2023 |
| Daniel Darrin Westin | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 28, 2023 |
| Kyle Paul Olson | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 27, 2023 |
| Katherine Kostecki Johnson | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 21, 2023 |
| Christian Bentley Ray | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 21, 2023 |
| Josiah Benjamin Larson | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 21, 2023 |
| Patrick Jerome Rosvold | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 21, 2023 |
| Kevin Eric Lawson | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 21, 2023 |
| Tad Aaron Kastman | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 25, 2023 |
| Jacob James Herd | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 26, 2023 |
| Michael David Wulff | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 21, 2023 |
| Tyler Jace Bernard | Quantitative Advantage, LLC independent RIA | Captrust institutional | Other | Jun 12, 2023 | Apr 21, 2023 |
| Brian Leland Hyde | Quantitative Advantage, LLC other | Wealthcare Capital Management LLC independent RIA | Other | Dec 1, 2010 | Dec 9, 2020 (3661 d) |
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15 moves match.