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 Halite Partners, 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.

AdvisorFromToTypeLeftRegistered
Philip Carl ShafferHalite Partners, LLC institutionalHamilton Capital independent RIAOtherDec 31, 2018Nov 27, 2018
Joshua Ryan ShafferHalite Partners, LLC institutionalHamilton Capital independent RIAOtherNov 21, 2018Dec 4, 2018
Britton CottonHalite Partners, LLC institutionalHamilton Capital independent RIAOtherNov 21, 2018Dec 14, 2018
Kevin Joseph KaleHalite Partners, LLC institutionalWealthstone Advisors independent RIAOtherOct 23, 2018Oct 26, 2018
Norman Gary CookHalite Partners, LLC institutionalWealthstone Advisors independent RIAOtherAug 23, 2018Sep 14, 2018
Elias James CaleshuHalite Partners, LLC institutionalWealthstone Advisors independent RIAOtherAug 23, 2018Sep 14, 2018
Jack P ZhangHalite Partners, LLC institutionalWealthstone Advisors independent RIAOtherAug 23, 2018Sep 14, 2018
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7 moves match.