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 Davidson Investment Advisors, 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.

AdvisorFromToTypeLeftRegistered
Cheryl Lynn PageCaprin Asset Management, LLC independent RIADavidson Investment Advisors, Inc. independent RIARIA to RIAMar 10, 2023Mar 1, 2023
Daniel Marc PeimerCaprin Asset Management, LLC independent RIADavidson Investment Advisors, Inc. independent RIARIA to RIAMar 10, 2023Mar 13, 2023
Peyton Mills StudebakerCaprin Asset Management, LLC independent RIADavidson Investment Advisors, Inc. independent RIARIA to RIAMar 10, 2023Mar 1, 2023
Herbert Barrow TurnerCaprin Asset Management, LLC independent RIADavidson Investment Advisors, Inc. independent RIARIA to RIAMar 10, 2023Mar 1, 2023
Benjamin Tracy BishopCaprin Asset Management, LLC independent RIADavidson Investment Advisors, Inc. independent RIARIA to RIAMar 10, 2023Mar 1, 2023
Timothy Elliott IltzDavidson Fixed Income Management, Inc. asset managerDavidson Investment Advisors, Inc. otherOtherMar 7, 2023Apr 2, 2015
Brenda Sue RobertsonD.A. Davidson & Co. independent RIADavidson Investment Advisors, Inc. otherOtherAug 6, 2021Jun 27, 2002
J. Jay FlynnD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherJun 22, 2016Jun 25, 2002
Dean Fitzgerald ClemetsenD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherNov 20, 2015Oct 2, 2014
John Bratton DuboseD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherDec 14, 2011Jun 25, 2002
Chad Alexander RolandD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherDec 31, 2010Apr 8, 2002
David Ryan HultmanD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherAug 17, 2010Jun 28, 2005
Eric Wendell AllenD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherMar 22, 2010Dec 29, 1999
Garry Thomas SheaD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherNov 24, 2008Mar 12, 1999
Melanie ColusciD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherFeb 22, 2008Jun 25, 2002
Jeremy Andrew HawkinsD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherMar 17, 2006Jun 25, 2002
Brooks Carelton MarstedD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherAug 23, 2005Jun 27, 2002
Eric D BorggardD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherJun 18, 2004Jun 27, 2002
John Grant WoodheadD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherFeb 17, 2004Jun 25, 2002
Louis Gino DilelloAmerican Skandia Advisory Services, Inc. unclassifiedDavidson Investment Advisors, Inc. otherOtherSep 30, 2003Jan 11, 2016 (4486 d)
Gary BuchananD.A. Davidson & Co. otherDavidson Investment Advisors, Inc. otherOtherSep 30, 2002Jun 27, 2002
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21 moves match.