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 Doliver Advisors, L.P.
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 |
|---|---|---|---|---|---|
| Michael Eugene Rome | Chilton Capital Management LLC independent RIA | Doliver Advisors, L.P. independent RIA | RIA to RIA | Nov 6, 2020 | May 26, 2020 |
| Kenneth Michael Burke | Sarofim International Management Co other | Doliver Advisors, L.P. independent RIA | Other | Aug 26, 2019 | Sep 6, 2018 |
| Scott Mitchell Jackson | Legacy Asset Management, Inc. other | Doliver Advisors, L.P. other | Other | Jun 5, 2017 | Jun 2, 2017 |
| Carlos Antonio Perez | Camden Wealth Advisors LLC other | Doliver Advisors, L.P. other | Other | Mar 26, 2013 | Feb 7, 2013 |
| Ronald Olin | Olin Ron Investment Management Co unclassified | Doliver Advisors, L.P. other | Other | Mar 31, 2005 | Apr 17, 2003 |
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5 moves match.