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 Anchor Capital
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 |
|---|---|---|---|---|---|
| Tyler Mitchell Ondatje | Seaside Wealth Management, Inc. other | Anchor Capital other | Other | Aug 30, 2017 | Oct 7, 2017 (38 d) |
| Ryan Matthew Maroney | Financial Management Network Inc other | Anchor Capital other | Other | Feb 1, 2017 | Feb 1, 2017 |
| Garrett Thomas Waters | Pacific Financial Advisors, Inc. unclassified | Anchor Capital other | Other | Apr 16, 2009 | Mar 4, 2011 (687 d) |
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3 moves match.