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 Camelot Portfolios, 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 |
|---|---|---|---|---|---|
| Frank P Echelmeyer | United Advisors other | Camelot Portfolios, LLC other | Other | Apr 22, 2016 | Jul 14, 2015 |
| Darren Thaddaeus Munn | Next Financial Group, Inc. other | Camelot Portfolios, LLC other | Other | Apr 20, 2015 | Mar 19, 2008 |
| Laura N. Walker | Next Financial Group, Inc. other | Camelot Portfolios, LLC other | Other | Dec 4, 2014 | Dec 5, 2012 |
| Ryan Deane Zeeb | Greenberg Graham Advisors LLC other | Camelot Portfolios, LLC other | Other | Jul 18, 2013 | May 2, 2013 |
| David Eldon Munn | Next Financial Group, Inc. other | Camelot Portfolios, LLC other | Other | Sep 18, 2012 | Oct 24, 2012 (36 d) |
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5 moves match.