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 Ellwood
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 |
|---|---|---|---|---|---|
| Timothy Richard Egan | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Dec 13, 2021 (35 d) |
| Joseph Christopher Marzano | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 18, 2021 |
| Daniel Raymond George | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 18, 2021 |
| Matthew Fitz-Gibbon Winton | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Oct 3, 2022 (329 d) |
| Kristi Jean Bieber Gibbs | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Oct 3, 2022 (329 d) |
| Daniel Eric Simon | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 23, 2021 |
| Scott Robert Meggenberg | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Oct 3, 2022 (329 d) |
| Andrew Craig Fiegel | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 24, 2021 |
| Andrew W Schwark | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 5, 2021 |
| Paul Buck Schreder | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 5, 2021 |
| Christopher David Krakowski | Ellwood institutional | Captrust institutional | Other | Nov 8, 2021 | Nov 9, 2021 |
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11 moves match.