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 Edgemoor Investment Advisors, 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 |
|---|---|---|---|---|---|
| Philipp Brian Bentley | Morgan Stanley wirehouse | Edgemoor Investment Advisors, Inc. independent RIA | Wirehouse to independent RIA | Feb 17, 2017 | Feb 6, 2025 (2911 d) |
| Michael James Leasure | Suntrust Investment Services, Inc. other | Edgemoor Investment Advisors, Inc. other | Other | Sep 9, 2008 | Sep 12, 2008 |
| Freeman Napier Jelks | Farr Miller & Washington LLC other | Edgemoor Investment Advisors, Inc. other | Other | Jun 15, 2006 | Sep 29, 2006 (106 d) |
| Timothy Crathorne Coughlin | Riggs Investment Advisors Inc. unclassified | Edgemoor Investment Advisors, Inc. other | Other | Jun 15, 2004 | Jun 15, 2004 |
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4 moves match.