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 Grange Capital, 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 |
|---|---|---|---|---|---|
| Mitchel Lloyd Brehm Ludtke | Fidelity Personal And Workplace Advisors BD affiliated | Grange Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 15, 2022 | May 13, 2022 (59 d) |
| Robert Michael Warmkessel | Sound Investment Management Inc other | Grange Capital, LLC other | Other | Mar 26, 2018 | Jan 27, 2016 |
| Micah Feiner Child | Ims Capital Management other | Grange Capital, LLC other | Other | Sep 4, 2007 | Jul 23, 2008 (323 d) |
| Michael Brent Keeton | UBS Financial Services Inc. wirehouse | Grange Capital, LLC other | Other | Sep 30, 2004 | Dec 1, 2004 (62 d) |
| Derek Nels Dukart | UBS Financial Services Inc. wirehouse | Grange Capital, LLC other | Other | Sep 30, 2004 | Dec 1, 2004 (62 d) |
Page 1 of 1
5 moves match.