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 Davidson Capital
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 |
|---|---|---|---|---|---|
| Stanley Dyl | Davidson Capital independent RIA | United Capital Financial Advisors independent RIA | RIA to RIA | Dec 20, 2018 | Dec 27, 2018 |
| Daniel Joshua Tobias | Davidson Capital independent RIA | Passport Wealth Management independent RIA | RIA to RIA | Jun 27, 2018 | Jul 11, 2018 |
| Benjamin Timothy Dolan | Davidson Capital other | Dolan Capital Advisors, LLC independent RIA | Other | Jun 29, 2015 | Jul 7, 2015 |
| Phillip John Gussman | Davidson Capital other | Bulldog Asset Management, Inc. state registered | Other | Mar 26, 2009 | Aug 4, 2009 (131 d) |
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4 moves match.