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 Brightscape Investment Centers

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.

AdvisorFromToTypeLeftRegistered
Amanda Marie WrayReleve Financial Group independent RIABrightscape Investment Centers state registeredRIA to a state-registered adviserAug 7, 2020Aug 19, 2020
Jarvis FullenwilderVoya Investment Management Co. LLC asset managerBrightscape Investment Centers state registeredOtherJan 31, 2020Nov 16, 2020 (290 d)
Lindsey Danae SwansonPittenger & Anderson Inc otherBrightscape Investment Centers state registeredOtherSep 28, 2017Oct 15, 2020 (1113 d)
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3 moves match.