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 West Coast Asset Management,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 |
|---|---|---|---|---|---|
| Ryan Atticus Lowe | West Coast Asset Management,Inc. other | Lucia Capital Group other | Other | Jun 30, 2015 | Oct 24, 2014 |
| David Robert Naylor | West Coast Asset Management,Inc. other | Globalmacro Capital Management, LLC state registered | Other | Apr 16, 2010 | Aug 24, 2010 (130 d) |
| Brian Richard Harris | West Coast Asset Management,Inc. other | Globalmacro Capital Management, LLC state registered | Other | Apr 16, 2010 | Aug 24, 2010 (130 d) |
| William James Collins | West Coast Asset Management,Inc. other | Mai Capital Management, LLC other | Other | May 15, 2009 | Feb 15, 2018 (3198 d) |
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4 moves match.