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 Archer Investment Management
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 |
|---|---|---|---|---|---|
| Cheyney Rhea Scarbrough | Dimensional Fund Advisors LP asset manager | Archer Investment Management independent RIA | Other | Sep 3, 2024 | Feb 19, 2025 (169 d) |
| Jessica Allison Skolnick | Gitterman Wealth Management, LLC independent RIA | Archer Investment Management independent RIA | RIA to RIA | Jan 19, 2024 | May 8, 2024 (110 d) |
| Caitlin Marie Howerton | Facet independent RIA | Archer Investment Management independent RIA | RIA to RIA | Mar 27, 2023 | Apr 6, 2023 |
| Emily Casey Rassam | Kestra Advisory Services, LLC BD affiliated | Archer Investment Management independent RIA | Affiliated broker-dealer or bank to independent RIA | Jan 20, 2022 | Jan 20, 2022 |
| Richard James Archer | Alpha Capital Management other | Archer Investment Management independent RIA | Other | Apr 15, 2008 | Mar 19, 2008 |
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5 moves match.