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 Allen 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Krystal Carmona Lee | Allen Capital Management, LLC independent RIA | Figure 8 Investment Strategies LLC independent RIA | RIA to RIA | Jan 7, 2025 | Jan 7, 2025 |
| Parker Michael Gallagher | Allen Capital Management, LLC independent RIA | Silver Oak Advisory Group independent RIA | RIA to RIA | Jan 7, 2025 | Dec 17, 2024 |
| William Ayers Harris | Allen Capital Management, LLC other | Longstream Capital Management LLC state registered | Other | Jan 30, 2017 | Apr 20, 2017 (80 d) |
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3 moves match.