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 Broxton Capital Advisors 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.

AdvisorFromToTypeLeftRegistered
Robert A Cooke Sr.Hudson Cooper Asset Management, Inc. unclassifiedBroxton Capital Advisors LLC otherOtherJan 1, 2022Apr 20, 2012
Robert Allen CookeHudson Cooper Asset Management, Inc. unclassifiedBroxton Capital Advisors LLC otherOtherApr 7, 2021Nov 9, 2015
Marc David OrourkeAssembly Wealth otherBroxton Capital Advisors LLC otherOtherAug 22, 2017Jan 4, 2018 (135 d)
Robert A Cooke Sr.Western International Securities otherBroxton Capital Advisors LLC otherOtherMay 1, 2007Apr 15, 2008 (350 d)
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4 moves match.