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 Biltmore Family Office, 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
John David MacikMorgan Stanley wirehouseBiltmore Family Office, LLC independent RIAWirehouse to independent RIASep 12, 2019Sep 10, 2019
Christopher F. W. PerkinsGfo Advisory Services, LLC otherBiltmore Family Office, LLC independent RIAOtherJun 30, 2017Apr 28, 2021 (1398 d)
Frank William SchornagleGfo Advisory Services, LLC otherBiltmore Family Office, LLC otherOtherMay 10, 2016May 31, 2016
Nicole Marie GokeyGfo Advisory Services, LLC otherBiltmore Family Office, LLC otherOtherApr 17, 2015Jun 22, 2015 (66 d)
Kellie M. HallGfo Advisory Services, LLC otherBiltmore Family Office, LLC otherOtherJan 7, 2015Jun 22, 2015 (166 d)
Scott Keith MullenFamily Endowment Partners, LP otherBiltmore Family Office, LLC otherOtherMay 15, 2014May 7, 2014
Michael C FarrellFamily Endowment Partners, LP otherBiltmore Family Office, LLC otherOtherApr 8, 2014Apr 9, 2014
Christopher Henry Amherst CecilGenspring Charleston, LLC unclassifiedBiltmore Family Office, LLC no RAUMOtherMar 30, 2011May 1, 2013 (763 d)
Michelle Mireles SotoGfo Advisory Services, LLC otherBiltmore Family Office, LLC independent RIAOtherJun 1, 2009Feb 6, 2024 (5363 d)
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9 moves match.