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 Vestor Capital Partners, 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
Andrew R ZimmerVestor Capital Partners, LLC otherKingsbury Capital Investment Advisors LLC independent RIAOtherJan 31, 2012Jan 27, 2014 (727 d)
Carol D BlunkVestor Capital Partners, LLC otherEnvestnet Pmc otherOtherJan 13, 2012Sep 4, 2013 (600 d)
Randy Michael DeitkeVestor Capital Partners, LLC otherThe Mutual Fund Store otherOtherAug 3, 2007Sep 6, 2007 (34 d)
Mark Lucas XerosVestor Capital Partners, LLC otherFirst Trust Advisors LP otherOtherJun 4, 2007Sep 21, 2011 (1570 d)
Barton Bryson LeahyVestor Capital Partners, LLC otherCitigroup Global Markets Inc. otherOtherApr 3, 2006Apr 5, 2006
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5 moves match.