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 Taylor Frigon 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 |
|---|---|---|---|---|---|
| James Matthew Mcconaghy | Taylor Frigon Capital Management LLC independent RIA | Taylor Frigon Family Office, LLC no RAUM | RIA to a newly registered adviser | May 8, 2023 | Jan 16, 2023 |
| Louis Truman Summer | Taylor Frigon Capital Management LLC independent RIA | Wacker Wealth Partners, LLC independent RIA | RIA to RIA | Dec 18, 2018 | Feb 25, 2021 (800 d) |
Page 1 of 1
2 moves match.