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 Macroview 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael R Hoffman | Verdence Capital Advisors, LLC independent RIA | Macroview Investment Management LLC independent RIA | RIA to RIA | Apr 14, 2023 | Jul 5, 2023 (82 d) |
| Christopher Tyler Thomas | Triad Advisors, LLC BD affiliated | Macroview Investment Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 6, 2018 | Dec 4, 2023 (2127 d) |
| David Jason Olson | Worch Capital LLC state registered | Macroview Investment Management LLC other | Other | Sep 20, 2017 | Aug 29, 2017 |
| Michael S. Calkin | Chevy Chase Trust Company other | Macroview Investment Management LLC other | Other | Mar 1, 2013 | Apr 16, 2012 |
| Daniel Jay Cohen | Chevy Chase Trust Company other | Macroview Investment Management LLC other | Other | Jan 6, 2010 | Jan 12, 2010 |
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5 moves match.