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 Oakview Capital Management, L.P.
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 |
|---|---|---|---|---|---|
| Jeffrey Stephenson Sears | Oakview Capital Management, L.P. mixed wealth | Fondren Oaks Capital Management state registered | RIA to a state-registered adviser | Nov 9, 2018 | Jan 19, 2018 |
| Roberto Sanchez | Oakview Capital Management, L.P. other | Fortitude Advisory Group L.L.C. other | Other | Jan 11, 2013 | Sep 29, 2011 |
| Colin James Boddicker | Oakview Capital Management, L.P. other | Fortitude Advisory Group L.L.C. other | Other | Nov 1, 2011 | Oct 20, 2011 |
| Mark Paul Collinsworth | Oakview Capital Management, L.P. other | Fortitude Advisory Group L.L.C. other | Other | May 2, 2011 | Apr 21, 2011 |
| Robert Andrew Aikey | Oakview Capital Management, L.P. other | Mcelhenny Sheffield Capital Management, LLC other | Other | Dec 31, 2009 | May 7, 2010 (127 d) |
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5 moves match.