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 Ifam Capital

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
Erica Lynn YoungIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 9, 2024
Brian Patrick SullivanIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 1, 2024
Wayne Carl JamersonIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 1, 2024
Alan Dixon BeuggIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 1, 2024
Bryce Walker SowitchIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Sep 5, 2024 (64 d)
Jeffrey John GordonIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 9, 2024
Casey John FrankenIfam Capital mixed wealthNorthcoast Asset Management LLC independent RIARIA to RIAJul 3, 2024Jul 9, 2024
Svetlana KoltunIfam Capital mixed wealthRaymond James Financial Services Advisors, Inc BD affiliatedRIA to affiliated broker-dealer or bankApr 12, 2022May 2, 2022
Daniel Thomas GamacheIfam Capital mixed wealthThornburg Investment Management Inc asset managerOtherJan 30, 2020Nov 5, 2025 (2106 d)
John Gerard LauerIfam Capital otherCentral Wealth, LLC no RAUMOtherDec 11, 2017Apr 26, 2016
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10 moves match.