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 Burns Matteson 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 |
|---|---|---|---|---|---|
| Amy Elizabeth Irvine | Raymond James Financial Services Advisors, Inc other | Burns Matteson Capital Management, LLC other | Other | Apr 28, 2011 | Jul 7, 2011 (70 d) |
| Martin Xavier Shields | Agili, P.C. other | Burns Matteson Capital Management, LLC other | Other | Mar 18, 2009 | Feb 3, 2009 |
| William Francis Redder | Nathan & Lewis Securities, Inc. unclassified | Burns Matteson Capital Management, LLC other | Other | Jan 28, 2003 | Jun 10, 2005 (864 d) |
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3 moves match.