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 Vision Capital 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 |
|---|---|---|---|---|---|
| Matthew William Sheets | Mercer Global Advisors Inc. independent RIA | Vision Capital Management Inc independent RIA | RIA to RIA | Jan 6, 2023 | Jan 1, 2025 (726 d) |
| Gina Cornelia Jacobson | Cetera Investment Advisers LLC BD affiliated | Vision Capital Management Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 8, 2022 | Jul 11, 2022 (33 d) |
| Courtney Leigh Mersereau | Springwater Wealth Management, LLC other | Vision Capital Management Inc other | Other | Mar 5, 2015 | Apr 27, 2015 (53 d) |
| Heidi Mathews Jeromanovs | Charles Schwab & Co., Inc. national BD | Vision Capital Management Inc other | Other | Sep 24, 2013 | May 9, 2017 (1323 d) |
| Todd Sinclair Jessup | Rigel Capital LLC unclassified | Vision Capital Management Inc other | Other | Jun 30, 2010 | Mar 30, 2016 (2100 d) |
| Jeffrey Lamar Schmidt | Rigel Capital LLC unclassified | Vision Capital Management Inc other | Other | Jun 30, 2010 | Mar 11, 2011 (254 d) |
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6 moves match.