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 Mirador Capital Partners
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 |
|---|---|---|---|---|---|
| Joseph Decastro Garcia | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Mirador Capital Partners independent RIA | Wirehouse to independent RIA | Apr 15, 2019 | Apr 12, 2019 |
| Don Corbin Garman | Crosspoint Capital Management other | Mirador Capital Partners no RAUM | Other | Feb 9, 2015 | Jan 27, 2015 |
| Daniel Buntin Murray | Crosspoint Capital Management other | Mirador Capital Partners no RAUM | Other | Feb 9, 2015 | Jan 27, 2015 |
| Carol Ann Wikle | Crosspoint Capital Management other | Mirador Capital Partners no RAUM | Other | Feb 9, 2015 | Jan 27, 2015 |
| Audrey Denise Glafkides | Crosspoint Capital Management other | Mirador Capital Partners no RAUM | Other | Feb 9, 2015 | Jan 27, 2015 |
| Jason Anthony Pfannenstiel | Crosspoint Capital Management other | Mirador Capital Partners no RAUM | Other | Feb 9, 2015 | Jan 27, 2015 |
| Lauren Melin Moone | Bmo Family Office, LLC other | Mirador Capital Partners other | Other | Jun 4, 2013 | Jul 29, 2015 (785 d) |
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7 moves match.