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 Mbia Capital Advisors
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 |
|---|---|---|---|---|---|
| Timothy A Ginn | Valeo Financial Advisors, LLC independent RIA | Mbia Capital Advisors independent RIA | RIA to RIA | May 23, 2024 | Aug 19, 2024 (88 d) |
| Lionel Olivier Bey | The Retirement Corporation Of America bank affiliated | Mbia Capital Advisors other | Other | Nov 20, 2020 | Apr 19, 2023 (880 d) |
| Michael Winston Bain | On Investment Management Co other | Mbia Capital Advisors other | Other | Dec 31, 2010 | Apr 20, 2011 (110 d) |
| Kurt A Marty | Resources Planning Group Inc other | Mbia Capital Advisors other | Other | Dec 31, 2009 | Apr 21, 2011 (476 d) |
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4 moves match.