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 West Coast Asset 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 |
|---|---|---|---|---|---|
| William James Collins | Strategic Advisers LLC national BD | West Coast Asset Management,Inc. other | Other | Nov 19, 2008 | Apr 2, 2009 (134 d) |
| David Robert Naylor | Banc Of America Investment Services, Inc. unclassified | West Coast Asset Management,Inc. other | Other | Apr 30, 2007 | Jun 4, 2007 (35 d) |
| Brian Richard Harris | A&M Investment Management unclassified | West Coast Asset Management,Inc. other | Other | Jul 17, 2006 | Dec 6, 2006 (142 d) |
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3 moves match.