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 RBC Private Counsel (USA) 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 |
|---|---|---|---|---|---|
| Christopher James Girdler | Royal Bank Of Canada Investment Management(USA) Limited other | RBC Private Counsel (USA) Inc. BD affiliated | Other | Jan 29, 2018 | Oct 21, 2024 (2457 d) |
| Charles Wesley Cullen III | Banc Of America Investment Services, Inc. unclassified | RBC Private Counsel (USA) Inc. BD affiliated | Other | Aug 18, 2008 | Apr 9, 2019 (3886 d) |
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2 moves match.