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 Cargile Investment Management

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
Keith Wayne ParkerNext Financial Group, Inc. otherCargile Investment Management otherOtherApr 7, 2006Apr 28, 2006
Charles Ross GainesBanc Of America Investment Services, Inc. unclassifiedCargile Investment Management otherOtherDec 19, 2003Mar 22, 2004 (94 d)
Mickey Ray CargileThe Advisors Group, Inc. unclassifiedCargile Investment Management otherOtherDec 17, 2003Jan 14, 2003
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3 moves match.