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 Vantage Point Investments, 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.

AdvisorFromToTypeLeftRegistered
Paul Gordon EwellSpc otherVantage Point Investments, Inc. state registeredOtherOct 24, 2014Oct 23, 2014
Matthew C HessSpc otherVantage Point Investments, Inc. state registeredOtherSep 26, 2014Sep 29, 2014
Robert Franklin HansenGbs Advisors otherVantage Point Investments, Inc. state registeredOtherDec 2, 2013Dec 11, 2013
Michael Dee MinnochGbs Advisors otherVantage Point Investments, Inc. state registeredOtherDec 2, 2013Dec 1, 2016 (1095 d)
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4 moves match.