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 First Security 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 |
|---|---|---|---|---|---|
| Todd Anthony Heath-Hazlett | J. W. Cole Advisors, Inc. other | First Security Capital Management LLC other | Other | Dec 27, 2016 | Sep 14, 2018 (626 d) |
| Byron Lee Studdard | American Portfolios Advisors, Inc other | First Security Capital Management LLC other | Other | Jan 19, 2010 | Jan 28, 2010 |
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2 moves match.