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 Campbell Asset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jacob Ashton Higgins | MML Investors Services, LLC BD affiliated | Campbell Asset Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 28, 2025 | Aug 28, 2025 |
| Ashley Jill Heck | Patten And Patten, Inc. other | Campbell Asset Management, LLC other | Other | Apr 17, 2017 | May 4, 2017 |
| Bradley Clay Rooks | Rooks Wealth Management, Pllc unclassified | Campbell Asset Management, LLC other | Other | Dec 31, 2015 | Jan 12, 2016 |
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3 moves match.