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 Citrine Capital
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 |
|---|---|---|---|---|---|
| Jirayr Rouben Kembikian | Ameritas Advisory Services other | Citrine Capital independent RIA | Other | Jan 27, 2016 | Jan 4, 2016 |
| Ryan Sterling Cole | Ameritas Advisory Services other | Citrine Capital independent RIA | Other | Jun 3, 2014 | Jan 14, 2026 (4243 d) |
Page 1 of 1
2 moves match.