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 Columbus Macro, 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 |
|---|---|---|---|---|---|
| Stephen Thomas Comes | 1914 Advisors independent RIA | Columbus Macro, LLC mixed wealth | RIA to RIA | Jan 31, 2023 | Feb 9, 2023 |
| Geoffrey Joseph Deasey | Ironview Capital Management, LLC mixed wealth | Columbus Macro, LLC other | Other | Mar 27, 2018 | Dec 13, 2017 |
| Raymond Charles Micaletti | Aua Capital Management other | Columbus Macro, LLC no RAUM | Other | Jul 27, 2017 | Aug 8, 2017 |
| Craig Edward Columbus | Cetera Investment Management LLC no RAUM | Columbus Macro, LLC no RAUM | Other | Jul 7, 2017 | Jun 30, 2017 |
| Brian David Wright | Cetera Investment Management LLC no RAUM | Columbus Macro, LLC no RAUM | Other | Jul 7, 2017 | Jun 30, 2017 |
| Lon Jeffrey Gerber | Cetera Investment Management LLC no RAUM | Columbus Macro, LLC no RAUM | Other | Jul 7, 2017 | Jun 30, 2017 |
| Kathy S Dyer | First Allied Advisory Services, Inc. other | Columbus Macro, LLC asset manager | Other | May 31, 2017 | May 16, 2018 (350 d) |
| Scott Timothy Dooley | Partnervest Advisory Services LLC other | Columbus Macro, LLC asset manager | Other | Jul 20, 2015 | Aug 2, 2019 (1474 d) |
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8 moves match.