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 Demarche
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 |
|---|---|---|---|---|---|
| Jansen Eugene Mccabe | Demarche other | Advice And Planning Services BD affiliated | Other | Jan 7, 2025 | Jan 30, 2025 |
| Brooke Michal Garcia | Demarche institutional | Endex Capital Managment LLC other | Other | Nov 14, 2022 | Jul 28, 2021 |
| Ryan Anthony Chiaverini | Demarche other | Demarche no RAUM | Other | Dec 13, 2016 | Oct 24, 2013 |
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3 moves match.