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 Capital Portfolio Management L.L.C.
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 |
|---|---|---|---|---|---|
| Jared Dean Rand | Capital Portfolio Management L.L.C. independent RIA | Farther independent RIA | RIA to RIA | Feb 28, 2025 | Oct 11, 2024 |
| John Patrick Orindgreff | Capital Portfolio Management L.L.C. independent RIA | Collaborative Portfolio Management independent RIA | RIA to RIA | Jan 3, 2025 | Nov 21, 2024 |
| James Dejulio | Capital Portfolio Management L.L.C. independent RIA | Collaborative Portfolio Management independent RIA | RIA to RIA | Dec 3, 2024 | Jan 13, 2025 (41 d) |
| Mychal Masterson | Capital Portfolio Management L.L.C. independent RIA | Collaborative Portfolio Management independent RIA | RIA to RIA | Dec 3, 2024 | Jan 13, 2025 (41 d) |
| Jeffry Alan Vogel | Capital Portfolio Management L.L.C. other | On Investment Management Co other | Other | Mar 5, 2008 | Feb 4, 2008 |
| Nathan Lee Rewerts | Capital Portfolio Management L.L.C. other | Barkley, Rewerts & Unruh Financial Services LLC unclassified | Other | Nov 29, 2007 | Jul 26, 2005 |
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6 moves match.