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 Kobo Wealth Conservancy
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 |
|---|---|---|---|---|---|
| Steven Edward Connell | Diamond Head Financial Advisors LLC state registered | Kobo Wealth Conservancy other | Other | Dec 31, 2018 | Mar 6, 2017 |
| Gregory Daniel Van Wyk | Fiduciary Investment Council, LLC other | Kobo Wealth Conservancy other | Other | Jun 1, 2015 | Mar 20, 2015 |
| Cristopher Jon Borden | Financial Insights, Inc. unclassified | Kobo Wealth Conservancy other | Other | Dec 31, 2014 | Feb 24, 2011 |
| Cristopher Jon Borden | Bishop Street Capital Management other | Kobo Wealth Conservancy other | Other | Oct 25, 2007 | Jul 11, 2007 |
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4 moves match.