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 Miles Capital, 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 |
|---|---|---|---|---|---|
| Richard Thaddeus Deary | Zega Financial, LLC other | Miles Capital, Inc. other | Other | Jun 26, 2017 | Mar 28, 2018 (275 d) |
| Benjamin Charles Steele | Voya Financial Advisors, Inc. other | Miles Capital, Inc. other | Other | May 3, 2013 | May 1, 2015 (728 d) |
| David Edward Kaplan | Vmf Capital unclassified | Miles Capital, Inc. other | Other | Dec 20, 2006 | Jan 1, 2007 |
| Scott Dean Eltjes | Vmf Capital unclassified | Miles Capital, Inc. other | Other | Dec 8, 2006 | Dec 7, 2006 |
| Jon Kent Augustine | Vmf Capital unclassified | Miles Capital, Inc. other | Other | Dec 8, 2006 | Dec 7, 2006 |
| Christopher Calvin Cook | Vmf Capital unclassified | Miles Capital, Inc. other | Other | Dec 8, 2006 | Dec 7, 2006 |
Page 1 of 1
6 moves match.