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 Valentine Capital Asset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| William Elton Leitch | Geneos Wealth Management, Inc. other | Valentine Capital Asset Management, Inc. other | Other | Feb 21, 2008 | Feb 20, 2008 |
| Corey Charles Casilio | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Valentine Capital Asset Management, Inc. other | Other | Nov 28, 2007 | Feb 20, 2008 (84 d) |
| Sean Hooman Agahi | Valentine Capital Asset Management unclassified | Valentine Capital Asset Management, Inc. other | Other | Aug 10, 2006 | Aug 9, 2006 |
| John Joseph Gardner | Blackhawk Wealth Advisors state registered | Valentine Capital Asset Management, Inc. other | Other | Dec 31, 2005 | Aug 21, 2007 (598 d) |
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4 moves match.