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 Aviance 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 |
|---|---|---|---|---|---|
| Ross David Taylor | Global Financial Private Capital, Inc. other | Aviance Capital Management, LLC other | Other | May 8, 2017 | Jun 22, 2017 (45 d) |
| Kevin Koss | Global Financial Private Capital, Inc. other | Aviance Capital Management, LLC other | Other | Dec 27, 2016 | Mar 29, 2017 (92 d) |
| Allan Frederick Westcott | Horan Capital Management,LLC other | Aviance Capital Management, LLC other | Other | Feb 27, 2006 | Nov 19, 2007 (630 d) |
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3 moves match.