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 Avondale Conquest, 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.

AdvisorFromToTypeLeftRegistered
David Nathan HaleFirst Allied Advisory Services, Inc. otherAvondale Conquest, LLC otherOtherAug 20, 2012Jul 31, 2012
Terry Darold DavisSuntrust Investment Services, Inc. otherAvondale Conquest, LLC otherOtherDec 31, 2007Nov 12, 2008 (317 d)
Sarah Jane ZinkPowelljohnson unclassifiedAvondale Conquest, LLC otherOtherNov 12, 2004Jun 23, 2006 (588 d)
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3 moves match.