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 Quantitative Advantage, LLC

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
Katherine Kostecki JohnsonMoneta Group Investment Advisors, LLC independent RIAQuantitative Advantage, LLC independent RIARIA to RIAJul 27, 2022Aug 16, 2022
Jacob James HerdRBC Capital Markets, LLC national BDQuantitative Advantage, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 4, 2021Nov 22, 2021
Theodore Jack EckerQa Investment Services, LLC no RAUMQuantitative Advantage, LLC otherOtherMar 22, 2018Apr 29, 2015
Daniel Darrin WestinQa Investment Services, LLC no RAUMQuantitative Advantage, LLC otherOtherMar 22, 2018Apr 29, 2015
Kyle Paul OlsonQa Investment Services, LLC no RAUMQuantitative Advantage, LLC otherOtherMar 22, 2018Apr 29, 2015
Kevin Eric LawsonQa Investment Services, LLC no RAUMQuantitative Advantage, LLC otherOtherMar 22, 2018Jun 2, 2015
Tad Aaron KastmanQa Investment Services, LLC no RAUMQuantitative Advantage, LLC otherOtherMar 22, 2018Feb 8, 2016
Patrick Jerome RosvoldLPL Financial LLC independent RIAQuantitative Advantage, LLC independent RIARIA to RIANov 17, 2017Feb 22, 2019 (462 d)
Christian Bentley RayAmeriprise Financial Services, LLC national BDQuantitative Advantage, LLC independent RIAAffiliated broker-dealer or bank to independent RIASep 29, 2015May 7, 2019 (1316 d)
Josiah Benjamin LarsonAll Star Financial Inc otherQuantitative Advantage, LLC independent RIAOtherDec 1, 2014Oct 28, 2019 (1792 d)
James Russell FerrinCurian Capital, LLC otherQuantitative Advantage, LLC otherOtherJun 11, 2013Mar 28, 2018 (1751 d)
Brian Leland HydeBi Investments, LLC unclassifiedQuantitative Advantage, LLC otherOtherNov 14, 2005Jun 19, 2007 (582 d)
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12 moves match.