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 Eggerss 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Terry Lee Langston | Sipco unclassified | Eggerss Capital Management other | Other | Jul 1, 2016 | Jul 20, 2016 |
| Shawn Trahill Morris | Charles Schwab & Co., Inc. national BD | Eggerss Capital Management other | Other | Feb 28, 2014 | Feb 24, 2014 |
| Karl Joseph Eggerss | Daniel Frishberg Financial Services, Inc. unclassified | Eggerss Capital Management other | Other | Jan 4, 2010 | Feb 12, 2010 (39 d) |
Page 1 of 1
3 moves match.