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 Davis Capital 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.

AdvisorFromToTypeLeftRegistered
Troy Richard LercheCamarda Wealth Advisory Group independent RIADavis Capital Management independent RIARIA to RIAJan 4, 2024Jan 8, 2024
Thomas DamourEquitable Advisors, LLC national BDDavis Capital Management independent RIAAffiliated broker-dealer or bank to independent RIANov 9, 2023Jan 10, 2024 (62 d)
Eugene Morris JrMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDavis Capital Management independent RIAWirehouse to independent RIADec 21, 2021Jan 10, 2022
John Collin MurphyB&C Financial Advisors otherDavis Capital Management independent RIAOtherApr 20, 2016Jun 30, 2016 (71 d)
Troy Maynard DavisMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDavis Capital Management independent RIAWirehouse to independent RIAOct 3, 2006Jan 16, 2026 (7045 d)
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5 moves match.