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

Arrivals at Virtus Investment Advisers, 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
Michael Garrett MastromarinoAllianz Global Investors Managed Accounts LLC otherVirtus Investment Advisers, LLC otherOtherFeb 1, 2007Mar 20, 2012 (1874 d)
Richard R DavisJeta Grove, LLC unclassifiedVirtus Investment Advisers, LLC otherOtherJan 29, 2007Sep 16, 2014 (2787 d)
Remell Walter ChungUBS Financial Services Inc. wirehouseVirtus Investment Advisers, LLC asset managerOtherJul 19, 2006Feb 16, 2024 (6421 d)
John CossaboomOsaic Institutions, Inc. otherVirtus Investment Advisers, LLC otherOtherJun 14, 2006Apr 3, 2012 (2120 d)
Jessica Wilbur AlvarezAdvest, Inc. unclassifiedVirtus Investment Advisers, LLC otherOtherFeb 8, 2006Apr 3, 2012 (2246 d)
Michael Charles SkurkaCredit Suisse Securities (USA) LLC otherVirtus Investment Advisers, LLC otherOtherJan 13, 2005Jul 8, 2014 (3463 d)
Julie Christine MesserWells Fargo Advisors wirehouseVirtus Investment Advisers, LLC otherOtherNov 1, 2004Apr 17, 2012 (2724 d)
Douglas John ClarkVoya Financial Partners, LLC otherVirtus Investment Advisers, LLC otherOtherAug 14, 2004Apr 3, 2012 (2789 d)
Christopher Wayne Kwame ClarkeVoya Financial Partners, LLC otherVirtus Investment Advisers, LLC otherOtherJul 23, 2004Mar 1, 2012 (2778 d)
Jason Matthew SchoettmerNuveen Fund Advisors, LLC otherVirtus Investment Advisers, LLC otherOtherMay 11, 2004Apr 3, 2012 (2884 d)
Brian HaggertyManulife Investment Management (US) LLC otherVirtus Investment Advisers, LLC otherOtherNov 24, 2003Apr 3, 2012 (3053 d)
Page 2 of 2Previous
71 moves match.