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 Slow Capital, 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 |
|---|---|---|---|---|---|
| Jimmy Gonzalez | Anthem Advisors, LLC unclassified | Slow Capital, Inc. mixed wealth | Other | Aug 16, 2022 | Apr 30, 2019 |
| Alexander Semare Tecle | Anthem Advisors, LLC unclassified | Slow Capital, Inc. mixed wealth | Other | Feb 4, 2022 | Jul 14, 2020 |
| Alberto Davila | Charles Schwab & Co., Inc. national BD | Slow Capital, Inc. mixed wealth | Affiliated broker-dealer or bank to independent RIA | Mar 1, 2019 | Jan 25, 2021 (696 d) |
| Charles John Zimmerer | Perigon Wealth Management, LLC independent RIA | Slow Capital, Inc. mixed wealth | RIA to RIA | Jan 7, 2019 | Feb 25, 2019 (49 d) |
| Matthew Allen Johnson | Perigon Wealth Management, LLC independent RIA | Slow Capital, Inc. no RAUM | Other | Jul 2, 2018 | Mar 9, 2017 |
| Gesa Emarie Jaravata | Perigon Wealth Management, LLC independent RIA | Slow Capital, Inc. other | Other | Jul 2, 2018 | Jul 5, 2018 |
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6 moves match.