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 City Asset Management Group, 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 |
|---|---|---|---|---|---|
| Eric Seyboldt | Capital City Asset Management Group, LLC other | Creativeone Wealth, LLC independent RIA | Other | Feb 20, 2019 | Dec 20, 2019 (303 d) |
| Kurt Allen Hildebrand | Capital City Asset Management Group, LLC other | Kestra Advisory Services, LLC other | Other | Dec 1, 2017 | Dec 13, 2017 |
| Walter John Manns | Capital City Asset Management Group, LLC other | Klopp Investment Management LLC other | Other | Feb 13, 2014 | Dec 8, 2016 (1029 d) |
| Gregory T. Brooks | Capital City Asset Management Group, LLC other | Fortitude Advisory Group L.L.C. other | Other | May 21, 2010 | Jun 2, 2010 |
| Frank J Bodi | Capital City Asset Management Group, LLC other | Fintegra, LLC other | Other | Mar 15, 2010 | Mar 3, 2010 |
| Roger Anthony Ruz | Capital City Asset Management Group, LLC other | Resource Horizons Investment Advisory, Inc. other | Other | Aug 21, 2009 | Jan 4, 2010 (136 d) |
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6 moves match.