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 Skadvisors, 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 |
|---|---|---|---|---|---|
| Kenneth Alan Simon | Capital Analysts BD affiliated | Skadvisors, LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Jun 27, 2024 | Jul 1, 2024 |
| Richard Mark Allison | Rick Johnson Family Office, LLC unclassified | Skadvisors, LLC state registered | Other | Mar 4, 2005 | Feb 23, 2006 (356 d) |
| Bruce Daryl Kelvington | Ferrell Wealth Management Inc. other | Skadvisors, LLC state registered | Other | Jan 10, 2005 | Jan 2, 2025 (7297 d) |
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3 moves match.