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 Marco Investment 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard Leslie Wells | Odingard Capital Management state registered | Marco Investment Management LLC independent RIA | Other | Nov 28, 2018 | Nov 7, 2019 (344 d) |
| David Gary Mcbride | Bip Wealth, LLC other | Marco Investment Management LLC other | Other | Jan 26, 2011 | Jun 6, 2011 (131 d) |
| John Ventz Hussa | Charles Schwab & Co., Inc. national BD | Marco Investment Management LLC other | Other | Jun 30, 2004 | Dec 21, 2011 (2730 d) |
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3 moves match.