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 Demarche
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 |
|---|---|---|---|---|---|
| Margaret Elizabeth Vanwagoner | Endex Capital Managment LLC other | Demarche other | Other | Dec 31, 2022 | Jul 2, 2015 |
| Adam J Strumpf | Endex Capital Managment LLC other | Demarche other | Other | Dec 31, 2022 | Dec 21, 2017 |
| Ryan Anthony Chiaverini | Endex Capital Managment LLC no RAUM | Demarche other | Other | Dec 13, 2016 | Oct 24, 2013 |
| Martin Joseph Dorow | Amg Distributors, Inc. unclassified | Demarche institutional | Other | Jun 30, 2010 | Apr 12, 2021 (3939 d) |
| Donald H Lennard | Demarche no RAUM | Demarche other | Other | Apr 16, 2008 | Nov 19, 2013 (2043 d) |
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5 moves match.