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 Divergent Capital Asset Management 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 |
|---|---|---|---|---|---|
| William Dean Katzelis | Divergent Capital Asset Management LLC state registered | Vision Investment Advisors, LLC independent RIA | Other | Mar 28, 2025 | Feb 4, 2026 (313 d) |
| Timothy Gerard Hermesch | Divergent Capital Asset Management LLC state registered | Latitude Investment Group state registered | Other | Mar 28, 2025 | Jun 27, 2025 (91 d) |
| Michael Patrick Mcgee | Divergent Capital Asset Management LLC state registered | Hudson Advisor Services, Inc. independent RIA | Other | Sep 9, 2024 | Oct 28, 2024 (49 d) |
| Gordon Sylvester | Divergent Capital Asset Management LLC state registered | Latitude Investment Group state registered | Other | Mar 5, 2024 | Feb 11, 2025 (343 d) |
Page 1 of 1
4 moves match.