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 Colony Family Offices, 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 |
|---|---|---|---|---|---|
| Kristin N Lewis | Queens Oak Advisors mixed wealth | Colony Family Offices, LLC independent RIA | RIA to RIA | Jan 17, 2020 | Feb 3, 2020 |
| Peter Lindsey Jespersen | Queens Oak Advisors other | Colony Family Offices, LLC other | Other | Oct 5, 2015 | Oct 15, 2015 |
| Christopher Shannon Elliotte | Arlington Partners LLC other | Colony Family Offices, LLC other | Other | Aug 4, 2014 | Aug 25, 2014 |
| Wyman Thomas Byrd | Gfo Advisory Services, LLC other | Colony Family Offices, LLC no RAUM | Other | Jul 9, 2013 | Jun 5, 2013 |
| Eric Dean Ridenour | Genspring Charleston, LLC unclassified | Colony Family Offices, LLC other | Other | Mar 30, 2011 | Sep 16, 2013 (901 d) |
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5 moves match.