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 Ifam 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.

AdvisorFromToTypeLeftRegistered
Casey John FrankenWillkate Wealth Management, LLC state registeredIfam Capital mixed wealthOtherNov 28, 2022Dec 20, 2022
John Gerard LauerNorthwest Wealth Management, LLC otherIfam Capital otherOtherJun 16, 2015Jul 7, 2015
Brian Patrick SullivanIfm Capital Advisors, LLC otherIfam Capital otherOtherMar 24, 2015Apr 9, 2015
Wayne Carl JamersonIfm Capital Advisors, LLC otherIfam Capital otherOtherMar 24, 2015Apr 9, 2015
Alan Dixon BeuggIfm Capital Advisors, LLC otherIfam Capital otherOtherMar 24, 2015Apr 15, 2015
Bryce Walker SowitchIfm Capital Advisors, LLC otherIfam Capital otherOtherMar 24, 2015Apr 9, 2015
Jeffrey John GordonIfm Capital Advisors, LLC otherIfam Capital otherOtherMar 24, 2015Apr 10, 2015
Daniel Thomas GamacheIfm Capital Advisors, LLC otherIfam Capital otherOtherMar 24, 2015Apr 9, 2015
Svetlana KoltunUBS Financial Services Inc. wirehouseIfam Capital otherOtherJan 29, 2014Dec 1, 2015 (671 d)
Erica Lynn YoungUBS Financial Services Inc. wirehouseIfam Capital otherOtherJan 27, 2014Dec 2, 2015 (674 d)
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10 moves match.