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 Imus Wilkinson 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Richard E Mundinger | Rmh Investment Management, LLC state registered | Imus Wilkinson Investment Management, LLC other | Other | Dec 31, 2018 | Mar 16, 2017 |
| Matthew Paul Sullivan | Hilltop Securities Inc. other | Imus Wilkinson Investment Management, LLC other | Other | Mar 25, 2013 | Aug 2, 2013 (130 d) |
| Gary Keith Imus | RBC Capital Markets, LLC national BD | Imus Wilkinson Investment Management, LLC other | Other | May 19, 2011 | May 17, 2011 |
| Elbridge Gerry Wilkinson | RBC Capital Markets, LLC national BD | Imus Wilkinson Investment Management, LLC other | Other | May 19, 2011 | May 17, 2011 |
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4 moves match.