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 Buckhead Capital Management, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Douglas Scott Mcduffie | Truist Advisory Services, Inc. BD affiliated | Buckhead Capital Management, LLC other | Other | Jun 4, 2024 | May 28, 2024 |
| Rachel Moore Molina | Conscious Wealth Investments, LLC independent RIA | Buckhead Capital Management, LLC institutional | Other | May 15, 2023 | Aug 28, 2023 (105 d) |
| Grover Wade Buffington | Truewealth Management independent RIA | Buckhead Capital Management, LLC other | Other | Aug 20, 2020 | Jul 9, 2021 (323 d) |
| Timothy Charles Escott | Maple Capital Management, Inc. independent RIA | Buckhead Capital Management, LLC other | Other | Jan 27, 2020 | Jul 6, 2021 (526 d) |
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4 moves match.