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 Signalpoint Capital Management, 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
Dennis Robin WalkerSignalpoint Capital Management, LLC otherWalker Asset Management, LLC no RAUMOtherSep 13, 2016Oct 24, 2016 (41 d)
John Wendland HandySignalpoint Capital Management, LLC otherFarther independent RIAOtherSep 13, 2016Dec 4, 2024 (3004 d)
Jonathan Craig TimsonSignalpoint Capital Management, LLC otherFarther independent RIAOtherSep 13, 2016Jan 14, 2025 (3045 d)
Michael James OrzelSignalpoint Capital Management, LLC otherFarther independent RIAOtherSep 13, 2016Dec 19, 2024 (3019 d)
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4 moves match.