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 Signia 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.

AdvisorFromToTypeLeftRegistered
Spencer ShelmanAsset Planning & Management, Inc. otherSignia Capital Management otherOtherNov 8, 2013Dec 12, 2013 (34 d)
Colin Thomas KellyHart Capital Management, Inc. otherSignia Capital Management otherOtherOct 2, 2009Jul 20, 2010 (291 d)
Alisa Janell MartinWells Fargo Advisors wirehouseSignia Capital Management institutionalOtherJul 12, 2007Jan 5, 2025 (6387 d)
Steven King NeffIcm Asset Management Inc otherSignia Capital Management otherOtherJul 1, 2004Nov 22, 2004 (144 d)
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4 moves match.