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 Dyson Capital Advisors, 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 |
|---|---|---|---|---|---|
| Megan Nicole Kelly | Focus Partners Wealth, LLC independent RIA | Dyson Capital Advisors, LLC independent RIA | RIA to RIA | Jul 27, 2021 | Aug 10, 2018 |
| Eleanor Hawkins Maguire | Mclaughlin Ryder Investments, Inc. other | Dyson Capital Advisors, LLC independent RIA | Other | Apr 27, 2017 | Apr 1, 2019 (704 d) |
| Henry Anderson Dudley | Convergent Wealth Advisors, LLC other | Dyson Capital Advisors, LLC other | Other | May 4, 2012 | Apr 11, 2013 (342 d) |
Page 1 of 1
3 moves match.