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 Global Value Investment Corporation
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 |
|---|---|---|---|---|---|
| Curtiss Tharp | F/M Investments LLC other | Global Value Investment Corporation independent RIA | Other | Apr 20, 2022 | May 18, 2022 |
| James Philip Geygan | Allspring Funds Management, LLC other | Global Value Investment Corporation other | Other | May 12, 2017 | May 12, 2017 |
| Jeffrey Richart Geygan | UBS Financial Services Inc. wirehouse | Global Value Investment Corporation other | Other | Aug 21, 2007 | Aug 13, 2007 |
Page 1 of 1
3 moves match.