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 Argent Capital Management 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
Joseph Gilbert KinnisonKennedy Capital Management otherArgent Capital Management LLC otherOtherJun 12, 2012Nov 22, 2012 (163 d)
Eduardo Joaquin VigilCharles Schwab & Co., Inc. national BDArgent Capital Management LLC otherOtherJun 9, 2008Jun 25, 2015 (2572 d)
Dustin C GajCharles Schwab & Co., Inc. national BDArgent Capital Management LLC otherOtherMar 9, 2007Nov 13, 2007 (249 d)
Julie A PrinkeyCharles Schwab & Co., Inc. national BDArgent Capital Management LLC otherOtherNov 13, 2006Mar 8, 2007 (115 d)
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4 moves match.