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 Pnw Asset Management

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
Michael Barron BowersConover Capital Management otherPnw Asset Management state registeredOtherAug 15, 2015Sep 9, 2015
Stuart Christian McgeheeTelarray, LLC otherPnw Asset Management state registeredOtherSep 24, 2014Nov 10, 2014 (47 d)
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2 moves match.