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 Ingalls Investment Management, 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.

AdvisorFromToTypeLeftRegistered
Michael RomeRomen Capital mixed wealthIngalls Investment Management, LLC independent RIARIA to RIAApr 21, 2025Jul 3, 2025 (73 d)
Geoffrey HulmeGerber, LLC independent RIAIngalls Investment Management, LLC independent RIARIA to RIAFeb 5, 2025Mar 20, 2026 (408 d)
Michael BrayCorient independent RIAIngalls Investment Management, LLC independent RIARIA to RIAJul 12, 2024Aug 12, 2024 (31 d)
Henry Williamson GhriskeyJ.P. Morgan Private Wealth Advisors LLC BD affiliatedIngalls Investment Management, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 16, 2024Feb 8, 2024
Timothy Markley GhriskeyInverness Counsel, LLC independent RIAIngalls Investment Management, LLC independent RIARIA to RIAAug 31, 2022Nov 12, 2021
Hattie Mae WrightMountain State Analytics, LLC unclassifiedIngalls Investment Management, LLC independent RIAOtherDec 31, 2021Sep 15, 2021
Samuel ColleranMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIngalls Investment Management, LLC independent RIAWirehouse to independent RIANov 5, 2019Jun 22, 2024 (1691 d)
John H HughesMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseIngalls Investment Management, LLC otherOtherDec 23, 2016Dec 9, 2016
Jason Saeed MoradCapital Formation Group, Inc. otherIngalls Investment Management, LLC otherOtherApr 30, 2015Feb 23, 2017 (665 d)
John Helme DunnB. C. Ziegler And Company otherIngalls Investment Management, LLC otherOtherJun 23, 2014Jan 15, 2015 (206 d)
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10 moves match.