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 The Mutual Fund Store
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 |
|---|---|---|---|---|---|
| Craig Michael Mottl | Allspring Funds Management, LLC other | The Mutual Fund Store other | Other | Apr 10, 2012 | Oct 5, 2012 (178 d) |
| Edward C Irwin | Igo Capital Management, Inc unclassified | The Mutual Fund Store other | Other | Aug 11, 2011 | Jul 15, 2011 |
| Jimmie Marlin Collicott | Sii Investments, Inc. other | The Mutual Fund Store other | Other | Jun 16, 2011 | Jul 15, 2011 |
| David Carl Mills | Vanguard Advisers, Inc. other | The Mutual Fund Store other | Other | Jul 31, 2007 | Mar 31, 2009 (609 d) |
| Eric Alan Brown | Valic Financial Advisors, Inc. other | The Mutual Fund Store other | Other | Jan 25, 2006 | Feb 14, 2006 |
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5 moves match.