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 Kohala Capital Partners, 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 |
|---|---|---|---|---|---|
| Mary Magdalene Wuilloud-Aguas | Kohala Capital Partners, LLC other | Mw Investment Advisor, LLC state registered | Other | Dec 31, 2016 | Dec 5, 2024 (2896 d) |
| Gaylord Brickwood Lyman | Kohala Capital Partners, LLC other | Ashton Thomas Private Wealth independent RIA | Other | Dec 31, 2016 | Apr 3, 2023 (2284 d) |
| Thierry Joseph Wuilloud | Kohala Capital Partners, LLC other | Grow Funds LLC state registered | Other | Dec 31, 2016 | Oct 25, 2018 (663 d) |
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3 moves match.