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 Mcelhenny Sheffield Capital Management, 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
Gerald DiduckMcelhenny Sheffield Capital Management, LLC independent RIAFqi Capital Management LLC state registeredRIA to a state-registered adviserApr 22, 2020Apr 21, 2020
Joshua Michael CohenMcelhenny Sheffield Capital Management, LLC independent RIAFqi Capital Management LLC state registeredRIA to a state-registered adviserOct 28, 2019Apr 13, 2020 (168 d)
Andrew Christopher HuntMcelhenny Sheffield Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 21, 2018Jun 1, 2018
Johnny C FowlerMcelhenny Sheffield Capital Management, LLC independent RIATcg Advisors, LP institutionalOtherApr 18, 2018Jul 23, 2019 (461 d)
Matthew Howard FullerMcelhenny Sheffield Capital Management, LLC otherXo Wealth Management otherOtherFeb 29, 2016Apr 20, 2016 (51 d)
Keith Anderson RhodusMcelhenny Sheffield Capital Management, LLC otherClare Market Investments, LLC independent RIAOtherAug 20, 2014Jun 8, 2015 (292 d)
Robert Andrew AikeyMcelhenny Sheffield Capital Management, LLC otherStrategic Portfolio Solutions, LLC independent RIAOtherMay 2, 2014May 21, 2014
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7 moves match.