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 Martin Kelly 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 |
|---|---|---|---|---|---|
| Jonathan Daniel Brackmann | Calamos Wealth Management LLC other | Martin Kelly Capital Management, LLC other | Other | Mar 2, 2011 | Aug 17, 2011 (168 d) |
| Kevin William Manzo | C.K. Cooper & Company, Inc. unclassified | Martin Kelly Capital Management, LLC other | Other | Jan 5, 2010 | Jun 17, 2011 (528 d) |
| Michael Loren Seid | Signator Investors, Inc. other | Martin Kelly Capital Management, LLC other | Other | Aug 14, 2007 | Sep 3, 2007 |
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3 moves match.