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 Salient 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.

AdvisorFromToTypeLeftRegistered
William Kane EnszerSalient Advisors, L.P. asset managerSalient Capital Advisors, LLC otherOtherNov 18, 2022Jun 13, 2013
Michelle Cisneros RuchCypress Creek Partners asset managerSalient Capital Advisors, LLC otherOtherMar 1, 2021Jul 18, 2011
Douglas Mabry HohertzMitchell Group Inc mixed wealthSalient Capital Advisors, LLC otherOtherJun 11, 2019May 2, 2019
Fred Leckie WilliamsCypress Creek Partners otherSalient Capital Advisors, LLC otherOtherOct 10, 2017Feb 4, 2011
Jeiccy James HakimEquitable Advisors, LLC national BDSalient Capital Advisors, LLC otherOtherJul 15, 2015Jul 17, 2015
Erik OrosSalient Advisors, L.P. otherSalient Capital Advisors, LLC otherOtherJun 1, 2015Jun 13, 2013
Marc Shiels LittleInvesco Advisers, Inc. otherSalient Capital Advisors, LLC otherOtherFeb 2, 2015May 19, 2015 (106 d)
Matthew Robert GranditsCuna Brokerage Services, Inc. otherSalient Capital Advisors, LLC otherOtherJan 5, 2015Jan 8, 2015
Amy Renee Cousin-LancasterMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSalient Capital Advisors, LLC otherOtherSep 19, 2014Oct 14, 2014
Erik BencomoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSalient Capital Advisors, LLC otherOtherAug 25, 2014Aug 14, 2014
Phillip Edward HallMorgan Stanley wirehouseSalient Capital Advisors, LLC otherOtherAug 12, 2014Sep 10, 2015 (394 d)
Samuel A. BraunEagle Asset Management Inc otherSalient Capital Advisors, LLC otherOtherJan 21, 2014Jan 13, 2014
Bradley Steven EisenUBS Financial Services Inc. wirehouseSalient Capital Advisors, LLC otherOtherApr 29, 2013May 14, 2013
Michael Karl MithoffHouston Global Investors, LLC unclassifiedSalient Capital Advisors, LLC otherOtherJan 8, 2013Nov 25, 2013 (321 d)
Dan Hall HindsMorgan Keegan & Company, LLC otherSalient Capital Advisors, LLC otherOtherApr 16, 2012Apr 19, 2012
John BabnikCypress Creek Partners otherSalient Capital Advisors, LLC otherOtherNov 14, 2011Apr 19, 2011
John Eric CaseySalient Advisors, L.P. otherSalient Capital Advisors, LLC otherOtherNov 14, 2011Apr 19, 2011
J Matthew NewtownGhe Advisers, L.P. otherSalient Capital Advisors, LLC otherOtherOct 5, 2011Feb 4, 2011
Stephen Dewalch StrakeGhe Advisers, L.P. otherSalient Capital Advisors, LLC otherOtherOct 5, 2011Feb 4, 2011
Preston David CherryNfp Advisor Services, LLC otherSalient Capital Advisors, LLC otherOtherAug 11, 2011Sep 19, 2012 (405 d)
Byron Keith WilsonVoya Financial Partners, LLC otherSalient Capital Advisors, LLC otherOtherJul 12, 2011Jul 8, 2011
John Coleman DawsonTelemus Investment Management, LLC otherSalient Capital Advisors, LLC otherOtherJul 1, 2010Jun 28, 2010
Gregory Allen ReidTelemus Investment Management, LLC otherSalient Capital Advisors, LLC otherOtherJul 1, 2010Jun 28, 2010
Steven Craig BlokdykClearbridge Investments, LLC otherSalient Capital Advisors, LLC otherOtherJun 16, 2008Mar 20, 2014 (2103 d)
Julian Swoop HilleryDavenport & Company LLC otherSalient Capital Advisors, LLC otherOtherJun 25, 2007Nov 10, 2011 (1599 d)
Anibal Jose AngelWells Fargo Advisors wirehouseSalient Capital Advisors, LLC otherOtherMay 30, 2007Sep 5, 2011 (1559 d)
Frank Theodore GardnerUBS Financial Services Inc. wirehouseSalient Capital Advisors, LLC otherOtherMay 26, 2004Feb 17, 2011 (2458 d)
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27 moves match.