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 Taverik Capital, 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
Jayden Rashon DurrahTaverik Capital, LLC mixed wealthCapital Investment Advisors, LLC independent RIARIA to RIAMay 21, 2025Jul 1, 2025 (41 d)
Michael Donald JonesTaverik Capital, LLC otherBarton Investment Management, LLC independent RIAOtherJun 7, 2024Jun 20, 2024
Tiffany Lowe GilbertTaverik Capital, LLC asset managerBelpointe Asset Management LLC independent RIAOtherDec 22, 2023Jan 2, 2024
William Cory ArchibaldTaverik Capital, LLC asset managerAprio Wealth Management, LLC independent RIAOtherNov 21, 2023Dec 6, 2023
Jonathan Hugh McadamsTaverik Capital, LLC otherFoster Victor independent RIAOtherJul 27, 2021Jan 1, 2025 (1254 d)
William Macallister CoxeTaverik Capital, LLC otherGreenwood Capital Associates, LLC otherOtherDec 12, 2017Dec 6, 2017
Joshua Paul RenfroTaverik Capital, LLC otherMsi Financial Services, Inc. otherOtherJan 28, 2014May 27, 2014 (119 d)
Ian Thomas McmillanTaverik Capital, LLC otherOmega Wealth Management LLC otherOtherAug 28, 2012Jun 17, 2013 (293 d)
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8 moves match.