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 Meyer Capital 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 |
|---|---|---|---|---|---|
| Christopher Paleologus | Blue Bell Private Wealth Management, LLC independent RIA | Meyer Capital Group independent RIA | RIA to RIA | Dec 3, 2021 | Jan 6, 2022 (34 d) |
| Kenneth William Bradshaw | Blackrock Investment Management, LLC other | Meyer Capital Group independent RIA | Other | Mar 26, 2019 | Apr 11, 2019 |
| Danielle Kaye Margulis | Pennsylvania Capital Management Inc. other | Meyer Capital Group other | Other | Oct 18, 2017 | Apr 24, 2017 |
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3 moves match.