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 Compass 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 |
|---|---|---|---|---|---|
| Richard Joseph Stark | Boulder Asset Management independent RIA | Compass Capital Management Inc independent RIA | RIA to RIA | Aug 21, 2025 | Jul 28, 2025 |
| Christopher Charles Kelley | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Compass Capital Management Inc other | Other | Mar 25, 2014 | May 19, 2014 (55 d) |
| Mark Anthony Vitelli | Morgan Stanley wirehouse | Compass Capital Management Inc other | Other | Oct 27, 2011 | Dec 2, 2013 (767 d) |
| Jay Michael Jackley | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Compass Capital Management Inc independent RIA | Wirehouse to independent RIA | May 20, 2009 | Jan 1, 2026 (6070 d) |
| Mark Steven Halverson | RBC Capital Markets, LLC national BD | Compass Capital Management Inc other | Other | Oct 9, 2006 | Sep 26, 2008 (718 d) |
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5 moves match.