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 Antares Wealth

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
Jennifer Irene StoreyAntares Wealth independent RIAHb Wealth independent RIARIA to RIADec 31, 2023Jun 1, 2022
William Joseph CohenAntares Wealth independent RIAHb Wealth independent RIARIA to RIADec 31, 2023Jun 1, 2022
Charles Brandon DownsAntares Wealth independent RIAHb Wealth independent RIARIA to RIADec 31, 2023Jun 1, 2022
Sean Patrick LennoxAntares Wealth independent RIAHb Wealth independent RIARIA to RIADec 31, 2023Jun 17, 2022
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4 moves match.