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 Zeke Capital Advisors, 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 |
|---|---|---|---|---|---|
| Cody Lewis Pittman | Morgan Stanley wirehouse | Zeke Capital Advisors, LLC independent RIA | Wirehouse to independent RIA | Jul 12, 2017 | Jun 28, 2021 (1447 d) |
| Michael Francis Kelley | Wells Fargo Advisors wirehouse | Zeke Capital Advisors, LLC independent RIA | Wirehouse to independent RIA | Aug 19, 2013 | Jan 25, 2021 (2716 d) |
| John Joseph Griffin | Chartwell Investment Partners other | Zeke Capital Advisors, LLC other | Other | Sep 16, 2008 | Oct 2, 2008 |
| John Frederick Kemmerer | Citigroup Global Markets Inc. other | Zeke Capital Advisors, LLC other | Other | Jul 14, 2008 | Aug 5, 2008 |
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4 moves match.