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 Sebold 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 |
|---|---|---|---|---|---|
| Robert Francis Costello | Sebold Capital Management, Inc other | Costello Financial Planning, Inc. independent RIA | Other | Apr 17, 2015 | Apr 21, 2015 |
| Curtis Louis Stowers | Sebold Capital Management, Inc other | F5 Financial Planning, L.L.C. independent RIA | Other | Feb 26, 2014 | Mar 31, 2014 (33 d) |
| Sean Thomas Sebold | Sebold Capital Management, Inc other | The Mather Group, LLC independent RIA | Other | Dec 31, 2002 | May 18, 2026 (8539 d) |
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3 moves match.