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 Anchor Capital
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 |
|---|---|---|---|---|---|
| Tyler Mitchell Ondatje | Anchor Capital asset manager | Clarity Wealth Management, Inc. independent RIA | Other | Jun 27, 2019 | May 30, 2019 |
| Ryan Matthew Maroney | Anchor Capital asset manager | Creative Planning independent RIA | Other | Oct 12, 2018 | Feb 11, 2019 (122 d) |
| Leon Gregory James | Anchor Capital other | Centaurus Financial, Inc. other | Other | Aug 12, 2013 | Nov 30, 2007 |
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3 moves match.