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 Addison Capital
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 |
|---|---|---|---|---|---|
| Brandon Chance Kaletkowski | Addison Capital independent RIA | Truist Advisory Services, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Feb 2, 2024 | Mar 19, 2024 (46 d) |
| Daniel Alan Parker | Addison Capital independent RIA | Nest Egg independent RIA | RIA to RIA | Mar 14, 2023 | Jul 12, 2018 |
| Charles Anthony Scavone | Addison Capital independent RIA | Nest Egg no RAUM | Other | Jul 29, 2020 | Aug 23, 2017 |
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3 moves match.