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 Fiduciary Investment Council, 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
Gregory Daniel Van WykFiduciary Investment Council, LLC otherKobo Wealth Conservancy otherOtherJun 1, 2015Mar 20, 2015
Cristopher Jon BordenFiduciary Investment Council, LLC otherDaniel Investment Associates, LLC otherOtherJun 1, 2015Aug 17, 2015 (77 d)
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2 moves match.