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 Captrust Financial Advisors

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
Mark Joseph ManningCaptrust Financial Advisors independent RIAUnited Capital Financial Advisors independent RIARIA to RIAJul 15, 2019Jun 21, 2019
Charles W. ManningCaptrust Financial Advisors independent RIAUnited Capital Financial Advisors independent RIARIA to RIAJun 21, 2019Jun 21, 2019
Matthew George MuenchCaptrust Financial Advisors independent RIAUnited Capital Financial Advisors independent RIARIA to RIAJun 21, 2019Jun 21, 2019
Bradley WallickCaptrust Financial Advisors independent RIACanby Grove Capital Inc. unclassifiedOtherNov 26, 2018Dec 8, 2017
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4 moves match.