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 Alamo Asset Advisors
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 |
|---|---|---|---|---|---|
| Gary Andrew Miller | Wfg Advisors, LP other | Alamo Asset Advisors other | Other | Oct 24, 2013 | Mar 14, 2013 |
| Keith Dow Powell | Waddell & Reed other | Alamo Asset Advisors other | Other | Dec 10, 2012 | Mar 28, 2013 (108 d) |
| Mark Anton Groesbeck | Wfg Advisors, LP other | Alamo Asset Advisors other | Other | Nov 15, 2011 | Jan 26, 2011 |
| Gary Charles Haack | Next Financial Group, Inc. other | Alamo Asset Advisors other | Other | Jul 20, 2009 | Sep 18, 2009 (60 d) |
| Kelly Glen Compton | Wells Fargo Advisors wirehouse | Alamo Asset Advisors other | Other | May 19, 2006 | May 11, 2006 |
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5 moves match.