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 Chickasaw 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Ralph William Lettieri | Invesco Advisers, Inc. asset manager | Chickasaw Capital Management, LLC other | Other | Apr 5, 2018 | Aug 10, 2020 (858 d) |
| Jeffrey Lee Gammill | UBS Financial Services Inc. wirehouse | Chickasaw Capital Management, LLC other | Other | May 13, 2016 | Jul 27, 2016 (75 d) |
| Steven James Mayo | Ipi Wealth Management, Inc. other | Chickasaw Capital Management, LLC other | Other | Jul 2, 2012 | Sep 14, 2012 (74 d) |
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3 moves match.