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 Fort Vancouver Investment Management, 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.

AdvisorFromToTypeLeftRegistered
Matthew EbelingFisher Investments otherFort Vancouver Investment Management, LLC independent RIAOtherMay 18, 2016May 19, 2016
Robert Douglas PoolArcadia Investment Advisors, LLC otherFort Vancouver Investment Management, LLC independent RIAOtherJan 26, 2012Nov 14, 2011
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2 moves match.