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 M Capital Advisors
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 |
|---|---|---|---|---|---|
| Carter Wilson Thomas | H B Sconyers And Company, LLC unclassified | M Capital Advisors other | Other | May 7, 2014 | Jun 23, 2014 (47 d) |
| Claude Keeran Koontz | Mastrapasqua Asset Management unclassified | M Capital Advisors other | Other | Dec 19, 2011 | Dec 19, 2011 |
| Donald A Keeney | J.J.B. Hilliard, W.L. Lyons, LLC other | M Capital Advisors other | Other | Jun 7, 2011 | Apr 16, 2013 (679 d) |
| William Ralph Welborn | Waddell & Associates Inc other | M Capital Advisors other | Other | Dec 1, 2010 | Mar 17, 2011 (106 d) |
| Patrick Allen Snell | Robert W. Baird & Co. Incorporated other | M Capital Advisors other | Other | Jul 6, 2005 | Apr 16, 2013 (2841 d) |
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5 moves match.