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 Taverik Capital, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jayden Rashon Durrah | Equitable Advisors, LLC national BD | Taverik Capital, LLC other | Other | Aug 2, 2024 | Sep 17, 2024 (46 d) |
| William Cory Archibald | Edelman Financial Engines mixed wealth | Taverik Capital, LLC other | Other | Feb 15, 2023 | Mar 23, 2023 (36 d) |
| Jonathan Hugh Mcadams | Mission Capital Management, LLC other | Taverik Capital, LLC other | Other | Sep 2, 2014 | Sep 14, 2015 (377 d) |
| Erik Christopher Weir | First Allied Securities, Inc. other | Taverik Capital, LLC other | Other | Mar 30, 2010 | May 16, 2017 (2604 d) |
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4 moves match.