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 Liberty Capital Management 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 |
|---|---|---|---|---|---|
| James V. Howe | J.P. Morgan Securities LLC wirehouse | Liberty Capital Management Inc independent RIA | Wirehouse to independent RIA | Jan 21, 2023 | May 31, 2023 (130 d) |
| Suzanne Aitchison | Comerica Securities other | Liberty Capital Management Inc other | Other | Apr 11, 2016 | Apr 20, 2016 |
| Charles Lawrence Dettloff | Comerica Securities other | Liberty Capital Management Inc other | Other | Feb 3, 2016 | Jan 28, 2016 |
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3 moves match.