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 Mv Capital Management, 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.

AdvisorFromToTypeLeftRegistered
Junko Ishigami HorvathSpire Wealth Management, LLC otherMv Capital Management, Inc. otherOtherDec 31, 2007Feb 19, 2008 (50 d)
Masood VojdaniJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Anabel QuinteroJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Kedest BaharuJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Mark Evans UnderwoodJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
Christopher Carley SchaeferJoyn Advisors, Inc. otherMv Capital Management, Inc. otherOtherApr 13, 2006Feb 2, 2006
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6 moves match.