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 Hatteras Investment Partners, LP
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 |
|---|---|---|---|---|---|
| Colton Randall Narron | Hatteras Investment Partners, LP other | Pnc Wealth Management BD affiliated | Other | Feb 16, 2023 | Feb 1, 2023 |
| David Michael Wahlen | Hatteras Investment Partners, LP asset manager | Captrust institutional | Other | Jul 18, 2018 | Jul 12, 2018 |
| Christopher Paul Minton | Hatteras Investment Partners, LP other | Federated Securities Corp. no RAUM | Other | Sep 21, 2015 | Oct 6, 2015 |
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3 moves match.