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 Crow Holdings Capital
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 |
|---|---|---|---|---|---|
| Braden Ryan Cole | Rgt Wealth Advisors other | Crow Holdings Capital other | Other | Feb 17, 2017 | May 25, 2017 (97 d) |
| Matthew Robert Ogle | Credit Suisse Securities (USA) LLC other | Crow Holdings Capital other | Other | Jul 3, 2012 | Oct 2, 2012 (91 d) |
| Tyler Shane Bethea | J.P. Morgan Securities LLC wirehouse | Crow Holdings Capital other | Other | May 15, 2012 | Dec 16, 2016 (1676 d) |
| James Conrad Morrison | Harbert Fund Advisors, LLC other | Crow Holdings Capital other | Other | May 3, 2011 | Jul 26, 2011 (84 d) |
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4 moves match.