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 Victrix Investment Advisors

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
Christina Mary Dell'AquilaOsaic Fa, Inc. BD affiliatedVictrix Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIAJan 9, 2024Aug 18, 2025 (587 d)
Jami Lee MccreeMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseVictrix Investment Advisors independent RIAWirehouse to independent RIASep 30, 2023Jan 9, 2025 (467 d)
Young Soo ParkKing Tide Advisors unclassifiedVictrix Investment Advisors independent RIAOtherMay 11, 2023Jan 31, 2023
Ross Helland CutlerKing Tide Advisors unclassifiedVictrix Investment Advisors independent RIAOtherApr 6, 2023Jan 27, 2023
Kevin Donald KennedyMoney Concepts Advisory Service BD affiliatedVictrix Investment Advisors independent RIAAffiliated broker-dealer or bank to independent RIADec 31, 2019Jan 3, 2020
William James ChapmanHayden Royal independent RIAVictrix Investment Advisors independent RIARIA to RIAJun 4, 2018Mar 28, 2018
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6 moves match.