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 Voyager Capital Management, 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
Rachael Ann NickelsenRaymond James Financial Services Advisors, Inc BD affiliatedVoyager Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2020Apr 3, 2020
Michael Francis WesolowskiRaymond James Financial Services Advisors, Inc BD affiliatedVoyager Capital Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAApr 10, 2019Jan 27, 2020 (292 d)
John Richard CarlsonCapital Financial Services, Inc. independent RIAVoyager Capital Management, LLC otherOtherAug 6, 2018Oct 4, 2010
Jon Mark HendricksonCapital Financial Services, Inc. otherVoyager Capital Management, LLC otherOtherMay 31, 2017Sep 27, 2004
Robert Terrence DignanCapital Financial Services, Inc. otherVoyager Capital Management, LLC otherOtherDec 31, 2009Jun 29, 2006
Amy Lisa BarrettSavant Wealth Management otherVoyager Capital Management, LLC otherOtherNov 11, 2009Nov 16, 2009
Daniel William WilsonJ.P. Morgan Securities Inc. unclassifiedVoyager Capital Management, LLC otherOtherFeb 21, 2008Feb 15, 2008
Robert Jay AndersonBerthel Fisher & Company Financial Services, Inc. otherVoyager Capital Management, LLC otherOtherSep 16, 2003May 12, 2003
John Richard CarlsonWaddell & Reed otherVoyager Capital Management, LLC otherOtherJun 17, 2002Dec 11, 2003 (542 d)
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9 moves match.