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 Requisite Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Rachel Niemuth | Kestra Advisory Services, LLC BD affiliated | Requisite Capital Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Oct 28, 2019 | Jun 9, 2021 (590 d) |
| Ryan Chase Dilworth | UBS Financial Services Inc. wirehouse | Requisite Capital Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 14, 2017 | Jun 16, 2017 |
| Bryn Basiardanes Talkington | UBS Asset Management (Americas) LLC other | Requisite Capital Management LLC no RAUM | Other | Jul 7, 2017 | Jun 16, 2017 |
| Douglas Geoffrey John | UBS Financial Services Inc. wirehouse | Requisite Capital Management LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jun 23, 2017 | Jun 30, 2017 |
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4 moves match.