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 Vantage Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Bruce Graham | Vantage Advisors, LLC other | Gradient Advisors, LLC other | Other | Mar 1, 2017 | Apr 10, 2017 (40 d) |
| Edward Michael Schailler | Vantage Advisors, LLC other | Raymond James & Associates, Inc. national BD | Other | Dec 10, 2012 | Jun 30, 2015 (932 d) |
| Robert Emmet Cusack | Vantage Advisors, LLC other | Preferred Asset Management, LLC unclassified | Other | Aug 11, 2003 | Mar 30, 2005 (597 d) |
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3 moves match.