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 Poplar Forest Capital 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 |
|---|---|---|---|---|---|
| Craig Odell Bailey | Nwq Investment Management Company, LLC asset manager | Poplar Forest Capital LLC asset manager | Other | Aug 26, 2019 | Feb 5, 2021 (529 d) |
| Christopher Evans Morphy | Gamble Jones Investment Counsel other | Poplar Forest Capital LLC other | Other | Oct 16, 2007 | Feb 19, 2016 (3048 d) |
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2 moves match.