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 Murray Street Capital Advisors, 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
Robert John AnderbergMurray Street Capital Advisors, LLC independent RIAPlancorp, LLC independent RIARIA to RIAJun 11, 2024Jun 17, 2024
Darren Gregory JurickMurray Street Capital Advisors, LLC independent RIAJurick Financial Services state registeredRIA to a state-registered adviserFeb 5, 2024Jan 1, 2026 (696 d)
Anthony James NavarroMurray Street Capital Advisors, LLC independent RIANomadic Wealth unclassifiedOtherJan 12, 2024Jan 6, 2023
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3 moves match.