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 Virtus Capital Advisers, 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.

AdvisorFromToTypeLeftRegistered
Matthew B CarneyVident Asset Management asset managerVirtus Capital Advisers, LLC asset managerOtherMay 21, 2021Jun 10, 2021
Malcolm Joseph LunnOak Ridge Investments, LLC otherVirtus Capital Advisers, LLC otherOtherAug 8, 2016Sep 6, 2016
Joseph Ashby FaxioMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVirtus Capital Advisers, LLC otherOtherAug 17, 2015Sep 16, 2015
Jacob Samuel MccabeEdward Jones national BDVirtus Capital Advisers, LLC otherOtherMay 1, 2015Jul 7, 2015 (67 d)
Diane Marie ReedLord, Abbett & Co. LLC otherVirtus Capital Advisers, LLC otherOtherFeb 9, 2015Mar 18, 2015 (37 d)
John William DanielWells Fargo Advisors wirehouseVirtus Capital Advisers, LLC otherOtherFeb 11, 2014Feb 24, 2014
William Paul CallawayYieldquest Advisors, LLC otherVirtus Capital Advisers, LLC otherOtherDec 31, 2013Aug 14, 2015 (591 d)
James Higgins DegennaroUsaa Financial Planning Services no RAUMVirtus Capital Advisers, LLC otherOtherDec 19, 2013Jul 9, 2014 (202 d)
Mallory Grantham CarrInvesco Advisers, Inc. otherVirtus Capital Advisers, LLC otherOtherMay 3, 2013May 13, 2013
Robert Matthew WatersCleararc Capital, Inc. otherVirtus Capital Advisers, LLC otherOtherJun 25, 2012Mar 27, 2014 (640 d)
Eric Scott WilsonCarter, Terry & Company, Inc. independent RIAVirtus Capital Advisers, LLC otherOtherApr 23, 2012May 16, 2012
Robert Kenneth KuberskiInvesco Advisers, Inc. otherVirtus Capital Advisers, LLC otherOtherJan 3, 2011Jan 26, 2011
John D BakaColumbia Management Investment Advisers, LLC otherVirtus Capital Advisers, LLC otherOtherMay 17, 2010Apr 26, 2011 (344 d)
Paul Judson PilcherSuntrust Investment Services, Inc. otherVirtus Capital Advisers, LLC otherOtherAug 20, 2008Sep 17, 2008
Dara Beth DaySuntrust Investment Services, Inc. otherVirtus Capital Advisers, LLC otherOtherAug 20, 2008Sep 17, 2008
Matthew Moore TollisonSuntrust Investment Services, Inc. otherVirtus Capital Advisers, LLC otherOtherAug 20, 2008Sep 17, 2008
Brian P MaloneM&T Securities, Inc. unclassifiedVirtus Capital Advisers, LLC otherOtherJul 18, 2008May 15, 2015 (2492 d)
James Gordon KishA. G. Edwards & Sons, Inc. unclassifiedVirtus Capital Advisers, LLC otherOtherAug 9, 2005Jun 19, 2009 (1410 d)
Francis Edwin EdsallUBS Financial Services Inc. wirehouseVirtus Capital Advisers, LLC otherOtherNov 4, 2004Apr 24, 2015 (3823 d)
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19 moves match.