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 Calydon Capital, 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 |
|---|---|---|---|---|---|
| Reed David Walters | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Calydon Capital, LLC independent RIA | Wirehouse to independent RIA | Feb 6, 2024 | Mar 8, 2024 (31 d) |
| Peter L'Hommedieu Courtney | Greenwich Investment Management, Inc. independent RIA | Calydon Capital, LLC independent RIA | RIA to RIA | Oct 6, 2023 | Sep 20, 2024 (350 d) |
| David Edward Weiner | Vertigo Strategies, LLC independent RIA | Calydon Capital, LLC independent RIA | RIA to RIA | Aug 5, 2020 | Oct 9, 2020 (65 d) |
| Eric Spencer Sellinger | Vertigo Strategies, LLC independent RIA | Calydon Capital, LLC independent RIA | RIA to RIA | Aug 5, 2020 | Oct 9, 2020 (65 d) |
| John David Edwards | Edward Jones national BD | Calydon Capital, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 5, 2019 | Jun 29, 2020 (207 d) |
| Christopher Forrest Prest | Green Square Wealth Management, LLC independent RIA | Calydon Capital, LLC independent RIA | RIA to RIA | May 16, 2019 | May 21, 2019 |
| James Armin West | Steel Grove Capital Advisors, LLC independent RIA | Calydon Capital, LLC independent RIA | RIA to RIA | Feb 1, 2019 | Nov 12, 2025 (2476 d) |
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7 moves match.