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 Intersect Capital 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 |
|---|---|---|---|---|---|
| Timothy Robert Schmoll | Procapita Partners, LLC independent RIA | Intersect Capital LLC independent RIA | RIA to RIA | Apr 12, 2022 | May 20, 2021 |
| Jonathan Scott Drubner | L & S Advisors, Inc other | Intersect Capital LLC other | Other | Feb 6, 2017 | Jan 18, 2017 |
| Devin Robert Blodgett | Blakely Financial Services unclassified | Intersect Capital LLC other | Other | Feb 5, 2016 | Dec 2, 2015 |
| Joseph R. Mclean | True Capital Management other | Intersect Capital LLC other | Other | Jun 2, 2014 | Jun 3, 2014 |
| Joseph Randall Lum | True Capital Management other | Intersect Capital LLC other | Other | Jun 2, 2014 | Jun 3, 2014 |
| Joy Arlene Puyear | Bb&R Wealth Management, Inc. unclassified | Intersect Capital LLC other | Other | Apr 13, 2007 | Sep 25, 2007 (165 d) |
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6 moves match.