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 Elkhorn Investments
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 |
|---|---|---|---|---|---|
| Gregory Scott Aagaard | Elkhorn Investments other | Tc Wealth Partners, LLC no RAUM | Other | Aug 8, 2016 | Sep 29, 2016 (52 d) |
| Tyler Ray Needler | Elkhorn Investments other | Canterbury Investment Management, LLC other | Other | Aug 8, 2016 | Aug 3, 2016 |
| Gordon David Zimmermann | Elkhorn Investments other | Neuberger Berman Bd LLC no RAUM | Other | Aug 8, 2016 | Nov 14, 2024 (3020 d) |
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3 moves match.