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 Campbell Newman Asset 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 |
|---|---|---|---|---|---|
| Jeremy Alan Ellis | Robert W. Baird & Co. Incorporated mixed wealth | Campbell Newman Asset Management Inc independent RIA | RIA to RIA | Mar 1, 2021 | Feb 24, 2021 |
| John Charles Bonnell | Touchstone Advisors Inc other | Campbell Newman Asset Management Inc other | Other | Jun 29, 2007 | Dec 18, 2017 (3825 d) |
| Rimas Michael Milaitis | Strong Capital Management Inc unclassified | Campbell Newman Asset Management Inc other | Other | Dec 31, 2004 | Mar 17, 2005 (76 d) |
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3 moves match.