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 Imc Advisors, 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 |
|---|---|---|---|---|---|
| Donald Louis Michael | Imc Advisors, LLC independent RIA | Donaldson Capital Management LLC independent RIA | RIA to RIA | Jul 24, 2026 | Jul 8, 2026 |
| Suping Pan | Imc Advisors, LLC independent RIA | Donaldson Capital Management LLC independent RIA | RIA to RIA | Jul 24, 2026 | Jul 8, 2026 |
| Jody Allen Littrell | Imc Advisors, LLC independent RIA | Donaldson Capital Management LLC independent RIA | RIA to RIA | Jul 24, 2026 | Jul 8, 2026 |
| Ivan Douglas Hoffman | Imc Advisors, LLC other | Oxford Financial Group, Ltd other | Other | Jun 1, 2004 | Jun 21, 2004 |
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4 moves match.