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 Rayliant Asset 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
Brian Scott SommersMckinley Carter Wealth Services, Inc. otherRayliant Asset Management, LLC otherOtherJul 23, 2012Aug 9, 2012
Christopher John RomanoIts Asset Management, L.P. otherRayliant Asset Management, LLC otherOtherDec 9, 2011Jun 22, 2012 (196 d)
Scott Timothy DooleyBlue Vase Capital Management unclassifiedRayliant Asset Management, LLC otherOtherOct 25, 2006May 1, 2012 (2015 d)
Lauren BiggsCalamos Advisors LLC otherRayliant Asset Management, LLC otherOtherApr 4, 2006Jun 6, 2011 (1889 d)
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4 moves match.