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 Davidson Fixed Income Management, Inc.
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 |
|---|---|---|---|---|---|
| Jacqueline Ann Beauprez | D.A. Davidson & Co. independent RIA | Davidson Fixed Income Management, Inc. asset manager | Other | Dec 20, 2024 | Dec 22, 2020 |
| Timothy Elliott Iltz | D.A. Davidson & Co. independent RIA | Davidson Fixed Income Management, Inc. other | Other | Nov 8, 2019 | Sep 7, 2012 |
| Deanne Woodring | D.A. Davidson & Co. other | Davidson Fixed Income Management, Inc. other | Other | Feb 6, 2014 | Jan 18, 2006 |
| Glenn Eugene Scott | Langhoff Brooks, A Division Of Kirkpatrick Pettis unclassified | Davidson Fixed Income Management, Inc. other | Other | Sep 24, 2003 | Sep 19, 2003 |
| Scott David Prickett | Langhoff Brooks, A Division Of Kirkpatrick Pettis unclassified | Davidson Fixed Income Management, Inc. other | Other | Sep 24, 2003 | Sep 19, 2003 |
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5 moves match.