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 Payne Capital Management, 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 |
|---|---|---|---|---|---|
| Robert Joseph Payne | Keeter Payne Capital Management, LLC other | Payne Capital Management, LLC independent RIA | Other | Aug 21, 2014 | Jan 26, 2026 (4176 d) |
| Michael Kelley Macke | Valic Financial Advisors, Inc. other | Payne Capital Management, LLC other | Other | Jul 3, 2013 | Apr 26, 2016 (1028 d) |
| Ryan M Payne | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Payne Capital Management, LLC other | Other | Jan 29, 2005 | Feb 14, 2011 (2207 d) |
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3 moves match.