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 Davinci Capital Management Inc.
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 |
|---|---|---|---|---|---|
| Daniel W Goggins | Davinci Capital Management Inc. state registered | Chelsea Advisory Services, Inc independent RIA | Other | Jun 1, 2023 | Mar 13, 2024 (286 d) |
| David Bruce Murray | Davinci Capital Management Inc. state registered | Voya Financial Advisors, Inc. BD affiliated | Other | Jan 22, 2019 | Mar 15, 2019 (52 d) |
| Kyle John Rodegher | Davinci Capital Management Inc. state registered | Morgan Stanley wirehouse | Other | Sep 4, 2018 | Sep 27, 2018 |
| Andrew J Ross | Davinci Capital Management Inc. state registered | Osaic Fa, Inc. other | Other | Feb 4, 2014 | Mar 10, 2014 (34 d) |
| Benjamin Paul Ramsey | Davinci Capital Management Inc. state registered | Balanced Rock Investment Advisors independent RIA | Other | Dec 19, 2013 | Sep 21, 2016 (1007 d) |
| David Bruce Murray | Davinci Capital Management Inc. state registered | Commonwealth Financial Network national BD | Other | Jan 30, 2009 | Jul 28, 2011 (909 d) |
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6 moves match.