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 American Capital Advisory, 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 |
|---|---|---|---|---|---|
| Maunsel Mcdonald Hickey | Mercer Global Advisors Inc. independent RIA | American Capital Advisory, LLC independent RIA | RIA to RIA | Nov 2, 2021 | Nov 10, 2021 |
| Renee Sue Faltings | Clearrock Capital LLC independent RIA | American Capital Advisory, LLC independent RIA | RIA to RIA | Dec 31, 2020 | Jun 7, 2022 (523 d) |
| Huntley Gibson Davenport | Davenport & Company LLC other | American Capital Advisory, LLC independent RIA | Other | Sep 15, 2014 | Sep 17, 2014 |
| Ian Walt Jameson | Summit Creek Capital LLC other | American Capital Advisory, LLC independent RIA | Other | Jul 16, 2012 | Aug 2, 2012 |
| Matthew Ross Mcneal | Summit Creek Capital LLC other | American Capital Advisory, LLC independent RIA | Other | Jul 16, 2012 | Aug 2, 2012 |
Page 1 of 1
5 moves match.