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 Channel Islands Group
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 |
|---|---|---|---|---|---|
| Kevin Reilly Kane | Journey Advisory Group, LLC independent RIA | Channel Islands Group independent RIA | RIA to RIA | Sep 17, 2018 | Dec 12, 2018 (86 d) |
| Kevin Reilly Kane | Ot: Optimized Transitions, Independent Investment Counsel, LLC unclassified | Channel Islands Group independent RIA | Other | May 15, 2018 | Jun 25, 2018 (41 d) |
| Deborah Kerr | Pnc Managed Account Solutions, Inc. other | Channel Islands Group other | Other | Sep 1, 2016 | Sep 28, 2016 |
| James William Owens | Bb&T Investment Services, Inc. no RAUM | Channel Islands Group other | Other | Aug 4, 2015 | Aug 20, 2015 |
| Michael J Snowden | The Renaissance Group, LLC unclassified | Channel Islands Group other | Other | Jul 23, 2015 | Jun 24, 2014 |
| Russell Eric Charvonia | Quest Capital Strategies, Inc. other | Channel Islands Group other | Other | Jan 15, 2014 | Feb 28, 2014 (44 d) |
| Kathryn C Mcneely | Independent Financial Partners other | Channel Islands Group independent RIA | Other | Apr 22, 2013 | Aug 14, 2019 (2305 d) |
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7 moves match.