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 Cary Street Partners
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 |
|---|---|---|---|---|---|
| Paul Nathan Deal | Davenport & Company LLC other | Cary Street Partners other | Other | Sep 15, 2004 | Apr 5, 2011 (2393 d) |
| Marvin Brent Morse | Ernst & Young Investment Advisers Llp no RAUM | Cary Street Partners other | Other | Jan 27, 2004 | Feb 10, 2004 |
| Delores Ann Remo | Kpmg Investment Advisors unclassified | Cary Street Partners other | Other | Sep 22, 2003 | Oct 3, 2003 |
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123 moves match.