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 Scout Investments, 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
Chang ShinEdelman Financial Engines otherScout Investments, Inc. otherOtherDec 19, 2017Oct 23, 2018 (308 d)
Adam P RivitusoColumbia Management Investment Advisers, LLC otherScout Investments, Inc. otherOtherApr 28, 2014Jun 2, 2014 (35 d)
John Andrew BrajevicAmphora Capital, Inc unclassifiedScout Investments, Inc. otherOtherMay 6, 2011Jun 24, 2011 (49 d)
Mark Matthew EganReams Asset Management Co LLC unclassifiedScout Investments, Inc. otherOtherDec 3, 2010Dec 6, 2010
Robert Alan CriderReams Asset Management Co LLC unclassifiedScout Investments, Inc. otherOtherDec 3, 2010Dec 6, 2010
Todd Christopher ThompsonReams Asset Management Co LLC unclassifiedScout Investments, Inc. otherOtherDec 3, 2010Dec 6, 2010
David Warren LubchencoTransamerica Investment Management, LLC unclassifiedScout Investments, Inc. otherOtherApr 5, 2010Oct 8, 2010 (186 d)
James Jarvis EllisHammond Associates, D/B/A Mercer Investment Consulting otherScout Investments, Inc. otherOtherMar 25, 2010Jun 12, 2009
Michael Carl Gustaf HedstromAmeriprise Financial Services, LLC national BDScout Investments, Inc. otherOtherJan 13, 2010Mar 4, 2011 (415 d)
Thomas Whitsed LamingTrendstar Advisors, LLC unclassifiedScout Investments, Inc. otherOtherAug 8, 2009Oct 30, 2009 (83 d)
Andrew Joseph ArnoldUmb Financial Services, Inc. no RAUMScout Investments, Inc. otherOtherJun 4, 2009Jun 4, 2009
Richard Blake BriscoeJ.P. Morgan Institutional Investments otherScout Investments, Inc. otherOtherOct 26, 2007Sep 16, 2010 (1056 d)
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12 moves match.