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 Vogel Consulting, 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.

AdvisorFromToTypeLeftRegistered
Brian J. CampeauVogel Consulting, LLC state registeredRobert W. Baird & Co. Incorporated otherOtherJan 10, 2017Jan 10, 2017
Paul A. ZudykVogel Consulting, LLC state registeredRichardson Capital Management, LLC otherOtherFeb 28, 2008Mar 3, 2008
Aaron Dennis DirlamVogel Consulting, LLC state registeredFoster Bridge Partners, LLC no RAUMOtherDec 14, 2005Jul 22, 2016 (3873 d)
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3 moves match.