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 Gouldin & Mccarthy, 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 |
|---|---|---|---|---|---|
| Thomas James Mcevoy | Comprehensive Capital Management, Inc. independent RIA | Gouldin & Mccarthy, LLC independent RIA | RIA to RIA | Jan 31, 2022 | Jul 26, 2018 |
| Michael James Minton | Signator Investors, Inc. other | Gouldin & Mccarthy, LLC other | Other | Dec 31, 2006 | May 19, 2017 (3792 d) |
| Michael Hayes Gouldin | Apw Capital, Inc. unclassified | Gouldin & Mccarthy, LLC other | Other | Aug 4, 2004 | Oct 29, 2003 |
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3 moves match.