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 Clarkston Capital Partners, 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 |
|---|---|---|---|---|---|
| Jeffrey Edward Shiffra | Ironwood Investment Counsel, LLC independent RIA | Clarkston Capital Partners, LLC mixed wealth | RIA to RIA | Dec 31, 2020 | Jan 26, 2021 |
| William Darrell Lee | Ironwood Investment Counsel, LLC independent RIA | Clarkston Capital Partners, LLC mixed wealth | RIA to RIA | Dec 31, 2020 | Jan 25, 2021 |
| Matthew J Rodgers | Morgan Stanley wirehouse | Clarkston Capital Partners, LLC mixed wealth | Wirehouse to independent RIA | Sep 23, 2019 | Mar 30, 2020 (189 d) |
| Joseph Ryan Ashmore | Pinnacle Wealth Management Group, Inc. independent RIA | Clarkston Capital Partners, LLC mixed wealth | RIA to RIA | Mar 31, 2017 | Mar 31, 2018 (365 d) |
| Alexander W Strek | Morgan Stanley wirehouse | Clarkston Capital Partners, LLC other | Other | Feb 23, 2015 | Mar 26, 2015 (31 d) |
| Jeffrey Anthony Hakala | Corecap Advisors other | Clarkston Capital Partners, LLC mixed wealth | Other | Apr 25, 2013 | Dec 7, 2023 (3878 d) |
| Jeremy Joseph Modell | R.H. Bluestein & Co LLC other | Clarkston Capital Partners, LLC other | Other | Sep 26, 2011 | Nov 16, 2011 (51 d) |
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7 moves match.