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 Addicus Advisory, LLC
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 |
|---|---|---|---|---|---|
| Michael Scott Berry | Addicus Advisory, LLC independent RIA | Apricity Financial, LLC independent RIA | RIA to RIA | Mar 4, 2024 | Apr 29, 2024 (56 d) |
| Randy Long | Addicus Advisory, LLC independent RIA | Apricity Financial, LLC independent RIA | RIA to RIA | Feb 27, 2024 | Aug 5, 2024 (160 d) |
| Alex Justin Holliman | Addicus Advisory, LLC independent RIA | Silver Oak Securities, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Sep 22, 2017 | May 27, 2020 (978 d) |
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3 moves match.