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 Harbour 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Allison Ferrentino Dunlap | Harbour Capital Advisors, LLC independent RIA | Farther independent RIA | RIA to RIA | Sep 5, 2025 | Oct 23, 2025 (48 d) |
| Scott B Wilson | Harbour Capital Advisors, LLC independent RIA | Heritage Investors Management Corp independent RIA | RIA to RIA | Aug 29, 2023 | Sep 4, 2024 (372 d) |
| Stephen Dale Mcfeely | Harbour Capital Advisors, LLC other | Cassaday & Co Inc other | Other | Apr 12, 2016 | May 9, 2017 (392 d) |
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3 moves match.