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 Globalbridge

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
Eric Michael BarrGlobalbridge otherFci Advisors otherOtherApr 1, 2014Jun 23, 2014 (83 d)
Benjamin Samuel RinkeyGlobalbridge otherBen Rinkey And Associates, LLC unclassifiedOtherNov 20, 2013Apr 1, 2014 (132 d)
Daniel Brendan MulveyGlobalbridge otherTrinity Investment Management, LLC independent RIAOtherSep 12, 2012Jan 30, 2019 (2331 d)
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3 moves match.