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 Procapita 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Andrew Carl Zuch | Procapita Partners, LLC independent RIA | Mdrn Capital independent RIA | RIA to RIA | Apr 23, 2024 | Jan 16, 2024 |
| Benjamin Ryan White | Procapita Partners, LLC independent RIA | Commonwealth Financial Network national BD | RIA to affiliated broker-dealer or bank | Dec 26, 2023 | Dec 6, 2023 |
| Timothy Robert Schmoll | Procapita Partners, LLC independent RIA | Intersect Capital LLC independent RIA | RIA to RIA | Apr 12, 2022 | May 20, 2021 |
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3 moves match.