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 Concord Equity Group Advisors, 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 |
|---|---|---|---|---|---|
| Patrick Charles Homan | Independent Advisers Group Corp other | Concord Equity Group Advisors, LLC no RAUM | Other | Dec 27, 2016 | Aug 8, 2011 |
| David Gregory Stitt | The Concord Equity Group, LLC unclassified | Concord Equity Group Advisors, LLC no RAUM | Other | Apr 27, 2007 | May 8, 2007 |
| Dirk Claas Jacobs | The Concord Equity Group, LLC unclassified | Concord Equity Group Advisors, LLC no RAUM | Other | Apr 27, 2007 | Jun 21, 2007 (55 d) |
| William Ignatius Russo | The Concord Equity Group, LLC unclassified | Concord Equity Group Advisors, LLC no RAUM | Other | Apr 27, 2007 | May 9, 2007 |
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4 moves match.