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 St. James Investment Company, 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 |
|---|---|---|---|---|---|
| John Michael Wildern | Northcoast Asset Management LLC other | St. James Investment Company, LLC other | Other | May 10, 2017 | Jul 21, 2017 (72 d) |
| Craig Lawrence Caudle | Liberty Funds Group unclassified | St. James Investment Company, LLC other | Other | Nov 12, 2015 | Aug 26, 2009 |
| Amy Alice Burson | Liberty Funds Group unclassified | St. James Investment Company, LLC other | Other | Nov 12, 2015 | Jul 13, 2010 |
| William Raney Sachs | Natural Resources Capital, LLC unclassified | St. James Investment Company, LLC other | Other | Dec 2, 2009 | Aug 25, 2009 |
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4 moves match.