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 Akre 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| John Norris Obannon | Pgim Investments LLC asset manager | Akre Capital Management, LLC asset manager | Other | Dec 8, 2023 | Dec 7, 2023 |
| Richard Devon Ramirez | Suntrust Investment Services, Inc. other | Akre Capital Management, LLC other | Other | Mar 20, 2012 | Sep 25, 2013 (554 d) |
| John Norris Obannon | Bofa Advisors, LLC other | Akre Capital Management, LLC other | Other | Apr 13, 2010 | Jun 14, 2010 (62 d) |
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3 moves match.