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 Alpha Capital Management
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 |
|---|---|---|---|---|---|
| Bryan Wilkinson Lester | Alpha Capital Management independent RIA | Mariner BD affiliated | RIA to affiliated broker-dealer or bank | Sep 20, 2022 | Oct 5, 2022 |
| Jessica Moller Forrest | Alpha Capital Management independent RIA | Coyle Capital, LLC independent RIA | RIA to RIA | Jun 1, 2018 | Apr 4, 2018 |
| Jeffery Albert Ready | Alpha Capital Management other | Td Ameritrade Investment Management, LLC other | Other | Jun 1, 2012 | Aug 17, 2012 (77 d) |
| Brandon Edward White | Alpha Capital Management other | Yale Capital Corp. other | Other | Oct 24, 2011 | Jan 4, 2012 (72 d) |
| Brandon Thomas Perry | Alpha Capital Management other | Perry Investment Management, LLC state registered | Other | Sep 9, 2009 | Aug 24, 2009 |
| Richard James Archer | Alpha Capital Management other | Archer Investment Management independent RIA | Other | Apr 15, 2008 | Mar 19, 2008 |
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6 moves match.