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 Advanced Capital Group
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 |
|---|---|---|---|---|---|
| Jay S Thorp | Edward Jones national BD | Advanced Capital Group institutional | Other | Jan 30, 2023 | Jan 17, 2023 |
| Chad Patrick Rice | Journey Capital Advisers, LLC state registered | Advanced Capital Group institutional | Other | Jul 2, 2018 | Jun 11, 2024 (2171 d) |
| Mathew Phillip Coyle | Sovereign Wealth Solutions, Inc. unclassified | Advanced Capital Group institutional | Other | Nov 9, 2017 | May 7, 2019 (544 d) |
Page 1 of 1
3 moves match.