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 Robert Harrell, Incorporated
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 |
|---|---|---|---|---|---|
| Vance Michael Arnold | Frost Investment Advisors, LLC asset manager | Robert Harrell, Incorporated other | Other | Feb 3, 2021 | Dec 12, 2024 (1408 d) |
| Charles Browder Smith | Freshfield Capital, LLC state registered | Robert Harrell, Incorporated other | Other | Mar 13, 2014 | Apr 7, 2014 |
| David Harris James | Cach Capital Management, LLC unclassified | Robert Harrell, Incorporated other | Other | Sep 3, 2010 | Sep 14, 2010 |
| William Butler Harrell | Decision Data And Consulting LLC unclassified | Robert Harrell, Incorporated other | Other | Dec 31, 2009 | Jan 4, 2011 (369 d) |
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4 moves match.