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 Brasada Capital Management, LP
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 |
|---|---|---|---|---|---|
| Thomas Clay Hatfield | Brasada Capital Management, LP independent RIA | Lbmc Investment Advisors, LLC independent RIA | RIA to RIA | Jul 31, 2024 | Aug 9, 2024 |
| Shannon Erika Truman | Brasada Capital Management, LP independent RIA | Homestead Advisers Corp. other | Other | Mar 27, 2024 | Dec 10, 2024 (258 d) |
| Robert Charles Leslie | Brasada Capital Management, LP other | Patriot Wealth Management, Inc. other | Other | Jul 1, 2013 | Jul 22, 2013 |
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3 moves match.