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 Tidal Creek Capital Advisors
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 |
|---|---|---|---|---|---|
| Alan Karlis Lane | Tidal Creek Capital Advisors independent RIA | Crawford Investment Counsel Inc independent RIA | RIA to RIA | Dec 26, 2024 | Feb 14, 2025 (50 d) |
| Edward Pinckney Taylor | Tidal Creek Capital Advisors independent RIA | Verity Investment Partners independent RIA | RIA to RIA | Apr 26, 2019 | May 2, 2019 |
| Alan Karlis Lane | Tidal Creek Capital Advisors independent RIA | Camarda Wealth Advisory Group independent RIA | RIA to RIA | Feb 15, 2019 | Mar 25, 2019 (38 d) |
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3 moves match.