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 Osage Pacific Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Jon Alan Dauble | Dauble+Worthington Equity Portfolios state registered | Osage Pacific Advisors, Inc. state registered | Other | Mar 19, 2020 | Mar 18, 2020 |
| Phillip Scott Vigil | Pacific Specialty Investment Group, LLC no RAUM | Osage Pacific Advisors, Inc. state registered | Other | Jul 1, 2016 | Nov 18, 2024 (3062 d) |
| Robert Lansing Hicks | F500 Advisory Services, Inc. other | Osage Pacific Advisors, Inc. state registered | Other | Jun 21, 2016 | May 17, 2018 (695 d) |
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3 moves match.