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 Rea Capital Management, 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
Aubrey B ColemanRea Capital Management, LLC otherFiscal Fitness Clubs otherOtherApr 11, 2017Apr 1, 2017
Elisabeth Anne OlsonRea Capital Management, LLC otherOn Investment Management Co otherOtherAug 30, 2016Aug 3, 2016
Deborah Ann BadilloRea Capital Management, LLC otherCetera Advisors LLC otherOtherApr 15, 2016Jul 26, 2016 (102 d)
Charlotte Anne McconnellRea Capital Management, LLC otherCetera Investment Services LLC otherOtherJun 14, 2012Oct 12, 2012 (120 d)
Daniel Oliver MackeyRea Capital Management, LLC otherOn Investment Management Co otherOtherJun 19, 2007Dec 2, 2005
Paul Litton GronewollerRea Capital Management, LLC otherAscension Financial state registeredOtherApr 28, 2005Mar 23, 2005
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6 moves match.