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 Rmb West, 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 |
|---|---|---|---|---|---|
| Donald Allen Bechter | Rmb West, LLC no RAUM | Curi Capital, LLC other | Other | Dec 31, 2022 | Dec 9, 2011 |
| Seth Michael Davis | Rmb West, LLC no RAUM | Curi Capital, LLC other | Other | Dec 31, 2022 | Mar 26, 2012 |
| James Philip Rosselle | Rmb West, LLC no RAUM | Curi Capital, LLC independent RIA | Other | Dec 31, 2022 | Aug 5, 2026 (1313 d) |
| Patrick J Stimson | Rmb West, LLC no RAUM | Curi Capital, LLC other | Other | Dec 31, 2022 | Apr 24, 2014 |
| Loren B Knaster | Rmb West, LLC no RAUM | Curi Capital, LLC other | Other | Dec 31, 2022 | May 22, 2012 |
| John Patrick Bohan | Rmb West, LLC no RAUM | LPL Financial LLC independent RIA | Other | Aug 29, 2016 | Feb 15, 2019 (900 d) |
| Richard Todd Will | Rmb West, LLC other | Curi Capital, LLC other | Other | Jan 31, 2014 | Sep 13, 2012 |
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7 moves match.