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 Berkeley Capital Partners, 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 |
|---|---|---|---|---|---|
| Charles J Burns | Morgan Stanley wirehouse | Berkeley Capital Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Sep 21, 2015 | Oct 5, 2015 |
| Charles Patrick Barry | Wells Fargo Advisors wirehouse | Berkeley Capital Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 25, 2015 | Aug 20, 2015 |
| Michael Crooks Eddy | Wells Fargo Advisors wirehouse | Berkeley Capital Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 25, 2015 | Aug 20, 2015 |
| Daniel Blake Newberg | Wells Fargo Advisors wirehouse | Berkeley Capital Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 25, 2015 | Aug 20, 2015 |
| Stuart James Blewett | Wells Fargo Advisors wirehouse | Berkeley Capital Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 25, 2015 | Aug 20, 2015 |
| Anthony Francis Palazzo | Wells Fargo Advisors wirehouse | Berkeley Capital Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 25, 2015 | Aug 20, 2015 |
| Christopher Martin Eddy | Wells Fargo Advisors wirehouse | Berkeley Capital Partners, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Aug 25, 2015 | Aug 20, 2015 |
| Michael Dewayne Brown | Morgan Keegan & Company, LLC other | Berkeley Capital Partners, LLC other | Other | Dec 31, 2004 | Oct 25, 2016 (4316 d) |
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8 moves match.