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 Payne 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.

AdvisorFromToTypeLeftRegistered
Jennifer AngellPayne Capital Management, LLC independent RIARfg Advisory, LLC independent RIARIA to RIAAug 28, 2026Aug 27, 2026
Aimee AdlerPayne Capital Management, LLC independent RIARound Table Wealth Management independent RIARIA to RIAFeb 12, 2022Feb 25, 2022
Michelle Lynn MckinnonPayne Capital Management, LLC independent RIAKlingman And Associates, LLC independent RIARIA to RIAOct 31, 2019Jun 1, 2021 (579 d)
Michael Kelley MackePayne Capital Management, LLC independent RIAPetros Advisory Services, LLC unclassifiedOtherOct 30, 2018Sep 5, 2017
Peter Jose' D'ArrudaPayne Capital Management, LLC otherFreedom Investment Management, Inc. otherOtherNov 8, 2016Aug 23, 2016
Cindy Lou MayfieldPayne Capital Management, LLC otherAe Wealth Management, LLC otherOtherJun 1, 2016Sep 30, 2016 (121 d)
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6 moves match.