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 Rmh Investment 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.

AdvisorFromToTypeLeftRegistered
Richard E MundingerImus Wilkinson Investment Management, LLC independent RIARmh Investment Management, LLC state registeredRIA to a state-registered adviserJun 8, 2018Mar 29, 2019 (294 d)
Matthew William HarrisonM&I Investment Management Corp. otherRmh Investment Management, LLC state registeredOtherMar 21, 2011Apr 20, 2011
Richard E MundingerSunrise Capital Management, LLC unclassifiedRmh Investment Management, LLC state registeredOtherDec 31, 2008Jan 1, 2009
Page 1 of 1
3 moves match.