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 Highmount 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 |
|---|---|---|---|---|---|
| Bernard Karol Nowak | Highmount Capital other | Brown Advisory other | Other | May 31, 2017 | May 31, 2017 |
| Brian J. Walsh | Highmount Capital other | Brown Advisory other | Other | May 26, 2017 | May 26, 2017 |
| Christopher C Holcombe | Highmount Capital other | Brown Advisory other | Other | May 26, 2017 | Jun 20, 2017 |
| Conor Ryan | Highmount Capital other | Altium Wealth Management no RAUM | Other | Dec 1, 2008 | May 21, 2022 (4919 d) |
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4 moves match.