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 Victus Capital Wealth
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 |
|---|---|---|---|---|---|
| Mary Catherine Kusnic | Beverly Hills Wealth Management, LLC other | Victus Capital Wealth other | Other | Jul 8, 2016 | Jul 28, 2016 |
| Robert Henry Jones | Beverly Hills Wealth Management, LLC other | Victus Capital Wealth other | Other | May 26, 2015 | Sep 12, 2014 |
| Richard Hughes Von Hurst | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Victus Capital Wealth other | Other | Nov 9, 2010 | Nov 5, 2010 |
| Darrach Anthony Mary Mc Carthy | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Victus Capital Wealth other | Other | Nov 9, 2010 | Nov 5, 2010 |
| Thomas Joseph Calcagnini | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Victus Capital Wealth other | Other | Nov 8, 2010 | Nov 5, 2010 |
| Larry Craig Fernandez | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Victus Capital Wealth other | Other | Nov 8, 2010 | Nov 5, 2010 |
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6 moves match.