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 Logic Capital Management, 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 |
|---|---|---|---|---|---|
| Donald Wayne Roberts | Westwood Wealth Management independent RIA | Logic Capital Management, LLC independent RIA | RIA to RIA | Nov 3, 2021 | Nov 9, 2020 |
| Paige Pickar Guinn | Integra Wealth Advisors, LLC other | Logic Capital Management, LLC independent RIA | Other | Oct 1, 2020 | Oct 15, 2020 |
| Thomas Howard Whitby | Houston Advisors unclassified | Logic Capital Management, LLC other | Other | Jun 14, 2002 | Feb 8, 2006 (1335 d) |
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3 moves match.