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 Ailsa Capital, Inc.
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 |
|---|---|---|---|---|---|
| Cam Taggart Mcclellan | Omni Investment Advisors Inc unclassified | Ailsa Capital, Inc. independent RIA | Other | Jun 22, 2011 | Jun 23, 2011 |
| John Alvin Martindale | Omni Investment Advisors Inc unclassified | Ailsa Capital, Inc. independent RIA | Other | Jun 3, 2011 | Jun 6, 2011 |
| Ryan Omer Smith | Omni Investment Advisors Inc unclassified | Ailsa Capital, Inc. independent RIA | Other | May 24, 2011 | Mar 9, 2011 |
| Daniel James Luke | Mony Securities Corporation unclassified | Ailsa Capital, Inc. independent RIA | Other | Aug 6, 2004 | Jan 30, 2006 (542 d) |
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4 moves match.