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 Coyle Capital, 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 |
|---|---|---|---|---|---|
| Adam Howard Wolf | Brookstone Wealth Advisors, LLC independent RIA | Coyle Capital, LLC independent RIA | RIA to RIA | Oct 1, 2021 | Jun 16, 2021 |
| Eileen Carney Ybanez | Brookstone Wealth Advisors, LLC independent RIA | Coyle Capital, LLC independent RIA | RIA to RIA | Aug 25, 2021 | Jun 16, 2021 |
| Jessica Moller Forrest | Alpha Capital Management independent RIA | Coyle Capital, LLC independent RIA | RIA to RIA | Jun 1, 2018 | Apr 4, 2018 |
| Matthew Todd Griffith | Kestra Private Wealth Services, LLC independent RIA | Coyle Capital, LLC independent RIA | RIA to RIA | Apr 3, 2018 | May 19, 2022 (1507 d) |
| Brandon Edward White | Yale Capital Corp. other | Coyle Capital, LLC independent RIA | Other | Oct 27, 2014 | Dec 11, 2014 (45 d) |
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5 moves match.