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 Ike 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 |
|---|---|---|---|---|---|
| Andre Lamar Mcclure | Kdm Capital LLC independent RIA | Ike Capital, LLC independent RIA | RIA to RIA | Jan 30, 2026 | Feb 14, 2025 |
| Lawrence Howard Levy | B Riley Wealth Management other | Ike Capital, LLC independent RIA | Other | Sep 16, 2016 | Sep 6, 2021 (1816 d) |
| Lawrence Howard Levy | Dominick & Dominick LLC other | Ike Capital, LLC other | Other | Jan 28, 2015 | May 6, 2008 |
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3 moves match.