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 Strategic Capital Group L.L.C.
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 |
|---|---|---|---|---|---|
| Antonio Ramirez | Strategic Advisers LLC national BD | Strategic Capital Group L.L.C. other | Other | May 13, 2010 | Dec 1, 2010 (202 d) |
| Waldebert Raquel | Td Ameritrade Investment Management, LLC other | Strategic Capital Group L.L.C. other | Other | Jul 9, 2009 | Dec 1, 2010 (510 d) |
| Kenneth John Peterson | Strategic Advisers LLC national BD | Strategic Capital Group L.L.C. other | Other | Apr 12, 2005 | Nov 19, 2013 (3143 d) |
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3 moves match.