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 Vision Capital & 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Trudy Bridges Mullins | Fsc Securities Corporation other | Vision Capital & Management other | Other | Jun 10, 2013 | Jun 14, 2013 |
| Michael David Holdenrid | Fsc Securities Corporation other | Vision Capital & Management other | Other | Jun 10, 2013 | Jun 18, 2013 |
| Kevin James Burton | Alphastar Capital Management other | Vision Capital & Management other | Other | Nov 22, 2011 | Jan 26, 2012 (65 d) |
| Donna Lee Pleasant | Uwharrie Investment Advisors, Inc. other | Vision Capital & Management other | Other | Sep 1, 2010 | Oct 13, 2016 (2234 d) |
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4 moves match.