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 Martin Kelly 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 |
|---|---|---|---|---|---|
| Michael Loren Seid | Martin Kelly Capital Management, LLC other | C.K. Cooper & Company, Inc. unclassified | Other | Dec 19, 2012 | Feb 20, 2009 |
| Jonathan Daniel Brackmann | Martin Kelly Capital Management, LLC other | Axxcess Wealth Management, LLC other | Other | Dec 19, 2012 | Mar 11, 2013 (82 d) |
| Kevin William Manzo | Martin Kelly Capital Management, LLC other | Axxcess Wealth Management, LLC other | Other | Dec 19, 2012 | Mar 8, 2013 (79 d) |
| Jason Riley Mccoy | Martin Kelly Capital Management, LLC other | Axxcess Wealth Management, LLC other | Other | Dec 19, 2012 | Mar 8, 2013 (79 d) |
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4 moves match.