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 Whitegate Investment Counselors, 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 |
|---|---|---|---|---|---|
| Scott Edward Beckman | Natixis Advisors, LLC BD affiliated | Whitegate Investment Counselors, Inc. independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2018 | May 31, 2019 (199 d) |
| Martha Elizabeth Cottrill | Taylor, Cottrill LLC other | Whitegate Investment Counselors, Inc. other | Other | Dec 31, 2015 | Jan 14, 2016 |
| Jennifer J. Wilcox | Taylor, Cottrill LLC other | Whitegate Investment Counselors, Inc. other | Other | Dec 31, 2015 | Jan 14, 2016 |
| Sarah A. Burdette | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Whitegate Investment Counselors, Inc. independent RIA | Wirehouse to independent RIA | Jun 9, 2014 | Nov 27, 2018 (1632 d) |
| Chad Leslie Richardson | Hutchens Investment Management Inc other | Whitegate Investment Counselors, Inc. other | Other | Aug 24, 2007 | Feb 2, 2018 (3815 d) |
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5 moves match.