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 Channel Islands Group

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
Kevin Reilly KaneChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIASep 13, 2021Aug 14, 2024 (1066 d)
Michael J SnowdenChannel Islands Group independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2021Sep 1, 2021
Russell Eric CharvoniaChannel Islands Group independent RIAMariner BD affiliatedRIA to affiliated broker-dealer or bankSep 13, 2021Sep 1, 2021
Tyler Selby LangChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIAAug 31, 2021Apr 22, 2019
Kathryn C McneelyChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIAFeb 3, 2020Jan 2, 2020
Deborah KerrChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIAFeb 3, 2020Jan 2, 2020
James William OwensChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIAFeb 3, 2020Dec 6, 2024 (1768 d)
Kevin Reilly KaneChannel Islands Group independent RIAJourney Advisory Group, LLC independent RIARIA to RIASep 17, 2018Jun 25, 2018
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8 moves match.