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 Wescap Group
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 Jonathan Beckwith | D.A. Davidson & Co. other | Wescap Group other | Other | Sep 14, 2016 | Sep 26, 2016 |
| Todd Curtis Butler | Seia other | Wescap Group other | Other | May 16, 2006 | Nov 9, 2007 (542 d) |
| Alan Mitchell Gelb | Foster Investment Consulting LLC other | Wescap Group other | Other | Mar 6, 2006 | Nov 17, 2006 (256 d) |
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3 moves match.