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 Mighty Oak Strong America Investment Company
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 |
|---|---|---|---|---|---|
| Donald Lynn Demuth | Demuth & Kaufman Professional Management Consultants unclassified | Mighty Oak Strong America Investment Company other | Other | Jan 31, 2023 | Feb 10, 2003 |
| Teancum Donald Light | Demuth & Kaufman Professional Management Consultants unclassified | Mighty Oak Strong America Investment Company other | Other | Jan 25, 2022 | Sep 29, 2017 |
| Glenn Carrick Mckenzie | Oakmont Capital Management, LLC other | Mighty Oak Strong America Investment Company independent RIA | Other | Jan 23, 2018 | May 25, 2023 (1948 d) |
| John Jones Harris | Goldman Sachs Wealth Services, L.P. other | Mighty Oak Strong America Investment Company independent RIA | Other | Jan 4, 2007 | Feb 14, 2023 (5885 d) |
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4 moves match.