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 Oxford Investment Partners, LLC

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.

AdvisorFromToTypeLeftRegistered
Adam Clark HardingOxford Investment Partners, LLC otherAlpha Fiduciary otherOtherDec 31, 2012Feb 4, 2013 (35 d)
Kody DamronOxford Investment Partners, LLC otherStoker Ostler, A Part Of Bmo Financial Group otherOtherDec 12, 2011May 9, 2012 (149 d)
Matthew John ArmisteadOxford Investment Partners, LLC otherCamelback Wealth Management, LLC unclassifiedOtherNov 20, 2007Dec 21, 2007 (31 d)
Aaron J ArgabrightOxford Investment Partners, LLC otherStrategic Advisers LLC national BDOtherNov 20, 2007Jul 13, 2009 (601 d)
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4 moves match.