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 Mcgill Advisors, 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 |
|---|---|---|---|---|---|
| Kenneth Warren Poe | Mcgill Advisors, Inc. other | Ci Brightworth Private Wealth other | Other | Sep 8, 2017 | Jul 3, 2017 |
| Thomas William Farmer | Mcgill Advisors, Inc. other | Ci Brightworth Private Wealth other | Other | Sep 8, 2017 | Jul 3, 2017 |
| Brett Stephen Miller | Mcgill Advisors, Inc. other | Ci Brightworth Private Wealth other | Other | Sep 8, 2017 | Jul 3, 2017 |
| Eric Alexander Harbert | Mcgill Advisors, Inc. other | Ci Brightworth Private Wealth other | Other | Sep 8, 2017 | Aug 2, 2017 |
| Garrett Knox Oakley | Mcgill Advisors, Inc. other | Robert W. Baird & Co. Incorporated other | Other | May 27, 2015 | Jun 8, 2015 |
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5 moves match.