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 Dunmoyle Capital Advisors, 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
Nathan Brook HopkinsDunmoyle Capital Advisors, LLC otherMorgan Stanley wirehouseOtherJul 7, 2016Oct 28, 2016 (113 d)
Robert Stanton BarmenDunmoyle Capital Advisors, LLC otherMorgan Stanley wirehouseOtherMay 9, 2016Jun 23, 2016 (45 d)
Anthony James LandauDunmoyle Capital Advisors, LLC otherVenn Wealth & Benefit Services, LLC state registeredOtherMay 29, 2015Jul 16, 2015 (48 d)
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3 moves match.