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 Rovin Capital
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 |
|---|---|---|---|---|---|
| Christopher Scott Heyman | Accuvest Global Advisors, Inc. asset manager | Rovin Capital independent RIA | Other | Aug 1, 2022 | Apr 24, 2023 (266 d) |
| Andrew Wilson Stange | Fidelity Personal And Workplace Advisors BD affiliated | Rovin Capital independent RIA | Affiliated broker-dealer or bank to independent RIA | Feb 16, 2022 | Mar 11, 2022 |
| Matthew D Staffieri | First Allied Advisory Services, Inc. other | Rovin Capital other | Other | May 16, 2017 | May 16, 2014 |
| Michael Anthony Staffieri | First Allied Securities, Inc. other | Rovin Capital other | Other | Jul 2, 2012 | Aug 24, 2011 |
| Markell Anthony Staffieri | First Allied Securities, Inc. other | Rovin Capital other | Other | Jul 2, 2012 | Aug 17, 2011 |
| Kimball Eric Pierce | Morgan Stanley wirehouse | Rovin Capital other | Other | Nov 26, 2010 | May 30, 2017 (2377 d) |
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6 moves match.