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 Dillon Capital Management
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 |
|---|---|---|---|---|---|
| Geoffrey Joseph Deasey | Columbus Macro, LLC other | Dillon Capital Management state registered | Other | Jul 13, 2020 | Nov 3, 2020 (113 d) |
| Robert Keith Lutey | Red Brick Road Capital LLC unclassified | Dillon Capital Management state registered | Other | Dec 31, 2018 | Dec 3, 2020 (703 d) |
| Yvonne Fu | Red Brick Road Capital LLC unclassified | Dillon Capital Management state registered | Other | Dec 31, 2018 | May 31, 2019 (151 d) |
| Geoffrey Joseph Deasey | Ameriserv Wealth Advisors Inc other | Dillon Capital Management state registered | Other | Feb 5, 2013 | Jun 26, 2014 (506 d) |
| George Francis Foley | Global Currents Investment Management, LLC other | Dillon Capital Management state registered | Other | Mar 8, 2011 | Feb 6, 2012 (335 d) |
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5 moves match.