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 Sol Capital Management Co
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 |
|---|---|---|---|---|---|
| Eran Goudes | West Financial Services, Inc. other | Sol Capital Management Co other | Other | May 1, 2012 | Jun 5, 2012 (35 d) |
| Lauren Lehman | Delta Financial Advisors, Inc other | Sol Capital Management Co other | Other | Jan 3, 2011 | Mar 22, 2012 (444 d) |
| Samuel Sandler | Funds Management Inc unclassified | Sol Capital Management Co other | Other | Oct 16, 2003 | Jan 1, 1991 |
| Rajmiel Odinec | Funds Management Inc unclassified | Sol Capital Management Co other | Other | Oct 16, 2003 | Jan 1, 1991 |
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4 moves match.