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 Lee Miles 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 |
|---|---|---|---|---|---|
| Paul Gordon Ewell | Vantage Point Investments, Inc. state registered | Lee Miles LLC state registered | Other | Aug 8, 2016 | Aug 25, 2016 |
| Brady Jake Fuller | J.P. Morgan Securities LLC wirehouse | Lee Miles LLC state registered | Wirehouse to a state-registered adviser | Dec 5, 2013 | Jun 20, 2014 (197 d) |
| Lee Lindsay Miles | Spc other | Lee Miles LLC state registered | Other | Oct 7, 2013 | Jun 20, 2014 (256 d) |
| John Ryan Brough | E*Trade Capital Management, LLC other | Lee Miles LLC state registered | Other | May 18, 2004 | May 9, 2016 (4374 d) |
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4 moves match.