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 Horan Capital Management,LLC
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 |
|---|---|---|---|---|---|
| Matthew Cullen Cheney | Strategic Advisers LLC national BD | Horan Capital Management,LLC other | Other | Jan 8, 2013 | Dec 27, 2016 (1449 d) |
| Samrang Vattana Hai | The L. Warner Companies, Inc other | Horan Capital Management,LLC other | Other | Mar 3, 2009 | Nov 21, 2016 (2820 d) |
| Ryan Steven Serrecchia | Td Ameritrade Investment Management, LLC other | Horan Capital Management,LLC other | Other | Feb 14, 2008 | Mar 24, 2008 (39 d) |
| Thomas Jon Casper | Wells Fargo Advisors wirehouse | Horan Capital Management,LLC other | Other | Dec 4, 2007 | Jul 2, 2009 (576 d) |
| Jay Paul Schuman | T. Rowe Price Advisory Services, Inc. no RAUM | Horan Capital Management,LLC other | Other | Jun 6, 2007 | Nov 21, 2016 (3456 d) |
| Christina Lynn Garland | Charles Schwab & Co., Inc. national BD | Horan Capital Management,LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 9, 2004 | Jun 27, 2019 (5435 d) |
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6 moves match.