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 Probabilities Fund 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.

AdvisorFromToTypeLeftRegistered
Joseph Brian ChildreyProbabilities Fund Management, LLC mixed wealthAusdal Financial Partners, Inc. independent RIARIA to RIANov 3, 2023May 30, 2019
Jonathan Lesley ChatfieldProbabilities Fund Management, LLC otherLm Advisors LLC independent RIAOtherJan 19, 2023Mar 27, 2023 (67 d)
Mary Christine GrayProbabilities Fund Management, LLC otherAusdal Financial Partners, Inc. independent RIAOtherOct 22, 2021May 16, 2019
Michael Brian DonahueProbabilities Fund Management, LLC independent RIADonahue Financial Group state registeredRIA to a state-registered adviserJun 6, 2019Jan 3, 2019
Jonathan Lesley ChatfieldProbabilities Fund Management, LLC mixed wealthAnchor Bay Capital, Inc. independent RIARIA to RIAFeb 5, 2019Feb 6, 2019
Kevin Francis HughesProbabilities Fund Management, LLC otherIndependent Financial Group, LLC otherOtherJun 12, 2017Sep 28, 2017 (108 d)
David RabinProbabilities Fund Management, LLC otherAscendant Capital Management, LLC asset managerOtherDec 12, 2016Mar 3, 2020 (1177 d)
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7 moves match.