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 A.G. Campbell Advisory, 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 |
|---|---|---|---|---|---|
| Elizabeth Brennen | Harbor Investment Advisory, LLC mixed wealth | A.G. Campbell Advisory, LLC independent RIA | RIA to RIA | Dec 31, 2019 | Oct 28, 2020 (302 d) |
| Alexander Gould Campbell | Temenos Advisory, Inc. other | A.G. Campbell Advisory, LLC other | Other | Mar 7, 2012 | Jun 4, 2012 (89 d) |
| Mark David Scott | Brown Advisory Securities, LLC other | A.G. Campbell Advisory, LLC independent RIA | Other | Sep 21, 2009 | Jan 1, 2025 (5581 d) |
Page 1 of 1
3 moves match.