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 Opus Capital Management
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 |
|---|---|---|---|---|---|
| Nathanael Albert Stewart | N.A. Stewart Capital Management LLC unclassified | Opus Capital Management other | Other | Aug 31, 2015 | Nov 17, 2015 (78 d) |
| Nathan Andrew Bishop | Haberer Registered Investment Advisor Inc other | Opus Capital Management other | Other | Oct 11, 2013 | Nov 17, 2015 (767 d) |
| Kevin Patrick Whelan | Opus Capital Management LLC unclassified | Opus Capital Management other | Other | Mar 16, 2007 | Jan 26, 2006 |
| Adam Thomas Eagleston | Ncf Financial Services, Inc. unclassified | Opus Capital Management other | Other | Dec 31, 2004 | Nov 17, 2015 (3973 d) |
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4 moves match.