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 Barrett 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Dale Stephen Fickett | Barrett Capital Management,LLC other | Cambridge Investment Research Advisors, Inc. BD affiliated | Other | Jun 21, 2024 | Dec 17, 2025 (544 d) |
| Alison Sanders Crowder | Barrett Capital Management,LLC other | Davenport & Company LLC BD affiliated | Other | Jun 1, 2022 | Jun 8, 2022 |
| Carl Wright Ramsey | Barrett Capital Management,LLC other | Davenport & Company LLC other | Other | Jun 24, 2008 | Aug 12, 2008 (49 d) |
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3 moves match.