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 Sky Investment Group 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 |
|---|---|---|---|---|---|
| Jared Porter Soper | Yhb Investment Advisors Inc independent RIA | Sky Investment Group LLC independent RIA | RIA to RIA | Jul 1, 2020 | Jul 3, 2020 |
| Robert Bingham | UBS Financial Services Inc. wirehouse | Sky Investment Group LLC other | Other | Mar 14, 2005 | Mar 4, 2005 |
| Peter Farnum Culver | Mbsc, LLC unclassified | Sky Investment Group LLC other | Other | Mar 2, 2005 | Mar 3, 2005 |
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3 moves match.