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 Frantzen 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 |
|---|---|---|---|---|---|
| Michael Monroe Via | Frantzen Capital Management, Inc. other | Capitol Securities Management, Inc. other | Other | Jun 14, 2017 | Dec 1, 2016 |
| Michael Monroe Via | Frantzen Capital Management, Inc. other | Anderson & Strudwick, Incorporated other | Other | Dec 31, 2011 | Jan 17, 2007 |
| Kent Mcglenn Puryear | Frantzen Capital Management, Inc. other | Dogwood Capital, LLC state registered | Other | Sep 8, 2004 | Jun 9, 2005 (274 d) |
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3 moves match.