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 Edge Advisors, 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
Albert Amis RayleEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Ansel Lewis DavisEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 7, 2018
Julius Peek GarlingtonEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Paul Roberts Poinsett IzlarEdge Advisors, LLC independent RIAEdge Capital Group, LLC independent RIARIA to RIAAug 16, 2018Jun 19, 2019 (307 d)
William Jones DebuttsEdge Advisors, LLC independent RIAEdge Capital Group, LLC independent RIARIA to RIAAug 16, 2018Oct 30, 2018 (75 d)
Anna Katharyn HendrixEdge Advisors, LLC independent RIAEdge Capital Group, LLC independent RIARIA to RIAAug 16, 2018Sep 20, 2018 (35 d)
Kendrick Ware MattoxEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Henry Morgan JonesEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Lamar Whitworth DavisEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 17, 2018
James Thomas PatrickEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Paul Llewellyn RobertsonEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 17, 2018
William C SkeeanEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Dennis J SaboEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Brendan Hugh KeelanEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 17, 2018
Elizabeth Giordano MackieEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Richard Blake PearceEdge Advisors, LLC independent RIAEdge Capital Group, LLC no RAUMRIA to a newly registered adviserAug 16, 2018Aug 16, 2018
Jacobi Ray PadgettEdge Advisors, LLC independent RIAEdge Capital Group, LLC independent RIARIA to RIAAug 16, 2018Oct 11, 2018 (56 d)
Matthew B CarneyEdge Advisors, LLC independent RIAEdge Capital Group, LLC independent RIARIA to RIAAug 16, 2018Sep 5, 2018
Lacey Lynne SchoenbachlerEdge Advisors, LLC independent RIABerman Capital Advisors, LLC independent RIARIA to RIAApr 16, 2018May 1, 2018
Gordon Huntington HarperEdge Advisors, LLC otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherAug 1, 2016Jul 29, 2016
Robert William CornerEdge Advisors, LLC otherInvesco Advisers, Inc. otherOtherDec 7, 2012Nov 7, 2014 (700 d)
Roszell MackEdge Advisors, LLC otherMack & Co. Partners, LP mixed wealthOtherSep 29, 2010Oct 25, 2023 (4774 d)
Carlton ForresterEdge Advisors, LLC otherCredit Suisse Securities (USA) LLC otherOtherJan 4, 2010Apr 6, 2015 (1918 d)
Murali BalasubramanianEdge Advisors, LLC otherJ.P. Morgan Securities LLC wirehouseOtherDec 15, 2009Dec 21, 2009
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24 moves match.