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 Veery Capital, 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
Michael Charles TopleyVeery Capital, LLC independent RIALansing Street Advisors independent RIARIA to RIAAug 13, 2020Aug 20, 2020
Christopher Tyler DiederichVeery Capital, LLC independent RIAOakbourne Advisors independent RIARIA to RIAJul 31, 2020Jan 31, 2022 (549 d)
Christopher Matthew GriestVeery Capital, LLC independent RIAOakbourne Advisors independent RIARIA to RIAJul 31, 2020Jan 31, 2022 (549 d)
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3 moves match.