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 International Asset 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 |
|---|---|---|---|---|---|
| James Michael Mcevoy | International Asset Management independent RIA | Eastsound Capital Advisors, LLC independent RIA | RIA to RIA | Jan 6, 2023 | Sep 9, 2026 (1342 d) |
| Scott Alan Schwartz | International Asset Management independent RIA | Alexander Beard (USA) Inc. independent RIA | RIA to RIA | Apr 10, 2017 | Jan 25, 2017 |
| Dusan Thomas Zachystal | International Asset Management independent RIA | Alan Biller And Associates other | Other | Mar 5, 2003 | Jun 18, 2008 (1932 d) |
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3 moves match.