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 American Capital Management, Inc.
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 |
|---|---|---|---|---|---|
| Kenneth D Sadler | American Capital Management, Inc. state registered | Summerhill Asset Management LLC unclassified | Other | Oct 28, 2022 | Dec 6, 2022 (39 d) |
| Paidemoyo Brian Charasika | American Capital Management, Inc. state registered | Copperwood Financial independent RIA | Other | Oct 28, 2022 | Jan 12, 2024 (441 d) |
| Kenneth Gene Baize | American Capital Management, Inc. state registered | LPL Financial LLC BD affiliated | Other | Apr 1, 2019 | Jan 1, 2025 (2102 d) |
| Chad Devore | American Capital Management, Inc. state registered | Wells Fargo Advisors wirehouse | Other | Jul 20, 2018 | Nov 20, 2018 (123 d) |
| Andrew Joseph Verdeyen | American Capital Management, Inc. state registered | Td Ameritrade, Inc. no RAUM | Other | Sep 27, 2017 | Oct 2, 2017 |
| Shawn Kost | American Capital Management, Inc. state registered | Edward Jones national BD | Other | Jan 24, 2017 | Jan 20, 2017 |
| Mark Kelly Kissell | American Capital Management, Inc. state registered | Advisory Services Network independent RIA | Other | Aug 14, 2015 | Jun 2, 2022 (2484 d) |
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7 moves match.