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 Fund Direct Advisors Inc.
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 |
|---|---|---|---|---|---|
| Drew Anthony Saia | Beacon Pointe Advisors, LLC independent RIA | Fund Direct Advisors Inc. institutional | Other | Apr 22, 2022 | Aug 4, 2022 (104 d) |
| Benjamin Gordon Bailey | Beacon Pointe Advisors, LLC independent RIA | Fund Direct Advisors Inc. institutional | Other | Jan 3, 2022 | Feb 4, 2022 (32 d) |
| Ryan William Foster | Investment Advisors Corp other | Fund Direct Advisors Inc. other | Other | Jun 6, 2016 | Jun 6, 2016 |
| Kyle Adam Leonard | Edward Jones national BD | Fund Direct Advisors Inc. institutional | Other | Mar 17, 2015 | Jan 22, 2019 (1407 d) |
| Craven Elkins Lowe | Verity Asset Management other | Fund Direct Advisors Inc. other | Other | Oct 16, 2013 | Oct 17, 2013 |
| Charles Christopher Stanley | Bb&T Asset Management, Inc. unclassified | Fund Direct Advisors Inc. other | Other | Oct 30, 2003 | Nov 18, 2011 (2941 d) |
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6 moves match.