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 Ironview 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
Kristen DonatoIronview Capital Management, LLC mixed wealthMorgan Stanley wirehouseRIA to wirehouseDec 22, 2020Apr 11, 2022 (475 d)
Sean Aloysius BerginIronview Capital Management, LLC mixed wealthMorgan Stanley wirehouseRIA to wirehouseDec 22, 2020Mar 6, 2020
Kathy S DyerIronview Capital Management, LLC mixed wealthMorgan Stanley wirehouseRIA to wirehouseDec 22, 2020Apr 26, 2022 (490 d)
Justin DelisiIronview Capital Management, LLC mixed wealthMorgan Stanley wirehouseRIA to wirehouseDec 22, 2020Oct 21, 2020
John GormleyIronview Capital Management, LLC mixed wealthMorgan Stanley wirehouseRIA to wirehouseDec 22, 2020Nov 9, 2020
Patrick Ryan DevlinIronview Capital Management, LLC mixed wealthLegacy Advisors, LLC independent RIARIA to RIAJul 13, 2020Mar 24, 2020
Geoffrey Joseph DeaseyIronview Capital Management, LLC mixed wealthColumbus Macro, LLC otherOtherMar 27, 2018Dec 13, 2017
Eric Wayne SeiferthIronview Capital Management, LLC otherVoya Financial Partners, LLC otherOtherAug 19, 2010Aug 18, 2010
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8 moves match.