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 Invest Capital Partners

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
Samantha Jean CarverInvest Capital Partners independent RIABond Tech Inc mixed wealthRIA to RIAJul 5, 2023Jan 27, 2023
James Brandon CreechInvest Capital Partners independent RIASilver Oak Securities, Inc. BD affiliatedRIA to affiliated broker-dealer or bankSep 16, 2022Aug 31, 2022
Michael Christopher DavellInvest Capital Partners independent RIALPL Financial LLC BD affiliatedRIA to affiliated broker-dealer or bankDec 2, 2019Nov 29, 2019
Roger Barry ChuddeInvest Capital Partners independent RIARightwealth Advisors, LLC no RAUMRIA to a newly registered adviserMay 1, 2019May 4, 2019
Adam Michael ChuddeInvest Capital Partners independent RIARightwealth Advisors, LLC no RAUMRIA to a newly registered adviserMay 1, 2019May 3, 2019
James William KilgoreInvest Capital Partners independent RIABuckeye Wealth Partners, LLC state registeredRIA to a state-registered adviserJul 31, 2018Aug 7, 2018
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6 moves match.