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 Calvert Investment Counsel
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 |
|---|---|---|---|---|---|
| Edward Kingdon Hurlock | Calvert Investment Counsel independent RIA | Capital One Investing, Inc. independent RIA | RIA to RIA | Aug 23, 2018 | Jul 12, 2018 |
| Jacolyn Helen Wetmore | Calvert Investment Counsel independent RIA | Capital One Investing, Inc. independent RIA | RIA to RIA | Jul 18, 2018 | Jul 12, 2018 |
| Thomas Matthew Trump | Calvert Investment Counsel other | Robinson Value Management, Ltd. independent RIA | Other | Jan 3, 2007 | May 24, 2018 (4159 d) |
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3 moves match.