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 Gunderson Capital Management
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 |
|---|---|---|---|---|---|
| William Fred Gunderson | Gunderson Capital Management independent RIA | Southport Capital independent RIA | RIA to RIA | Aug 18, 2021 | May 9, 2021 |
| Barry Jay Kyte | Gunderson Capital Management independent RIA | Southport Capital independent RIA | RIA to RIA | Aug 18, 2021 | May 9, 2021 |
| Steven Thomas Nuckols | Gunderson Capital Management other | Wealth Compass Financial, Inc. independent RIA | Other | Sep 14, 2016 | Nov 8, 2017 (420 d) |
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3 moves match.