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 Russell 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
Justin George SautterVolomite Wealth Management, LLC otherRussell Capital Management, LLC otherOtherDec 11, 2013Jun 11, 2014 (182 d)
Garrett Lee HeadleyMorgan Stanley wirehouseRussell Capital Management, LLC otherOtherDec 7, 2009Nov 17, 2009
Christian Eastwood EricksonMorgan Stanley wirehouseRussell Capital Management, LLC otherOtherAug 19, 2009Aug 19, 2009
David Glen DowellUBS Financial Services Inc. wirehouseRussell Capital Management, LLC otherOtherJul 23, 2004Jul 23, 2004
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4 moves match.