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 Meritus 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 |
|---|---|---|---|---|---|
| Scott A. Schmidt | Meritus Capital Management, Inc. other | Fifth Third Securities, Inc. other | Other | Dec 3, 2014 | Dec 5, 2014 |
| Anthony Joseph Czechorski | Meritus Capital Management, Inc. other | Edelman Financial Services, LLC other | Other | Jul 9, 2014 | Jan 8, 2015 (183 d) |
| Brett Scott Nicklaus | Meritus Capital Management, Inc. other | American General Securities Incorporated unclassified | Other | Sep 24, 2003 | Jul 24, 2006 (1034 d) |
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3 moves match.