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 Trademark Capital Management 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 |
|---|---|---|---|---|---|
| Asa Clayton Alliston | Stadion Money Management, LLC other | Trademark Capital Management Inc other | Other | Nov 11, 2013 | Jun 16, 2014 (217 d) |
| Mary Lynne Patch | Steele Capital Management, Inc. other | Trademark Capital Management Inc other | Other | Feb 10, 2012 | Mar 14, 2012 (33 d) |
| Donald Lawrence Beasley | Athens Capital Group, LLC unclassified | Trademark Capital Management Inc other | Other | Apr 4, 2011 | Apr 20, 2011 |
| Joseph Gerald Ezernack | Athens Capital Group, LLC unclassified | Trademark Capital Management Inc other | Other | Apr 4, 2011 | Apr 21, 2011 |
| Joseph Glenn Maxey | Athens Capital Group, LLC unclassified | Trademark Capital Management Inc other | Other | Apr 4, 2011 | Apr 11, 2011 |
| Brian Nielsen Mulberry | Old Mutual Capital other | Trademark Capital Management Inc other | Other | Apr 1, 2008 | Jan 6, 2015 (2471 d) |
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6 moves match.