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 Vintage West Capital Management

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
William Eric BlantonVintage West Capital Management independent RIAComposition Wealth, LLC independent RIARIA to RIASep 30, 2022Mar 25, 2022
Curtis Scott BurnsVintage West Capital Management independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAAug 17, 2018Jun 19, 2018
Todd David BlackburnVintage West Capital Management independent RIAIntegrated Advisors Network LLC independent RIARIA to RIAAug 17, 2018Jun 19, 2018
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3 moves match.