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 Quarry Hill Advisors
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 |
|---|---|---|---|---|---|
| Bjorn William Amundson | RBC Capital Markets, LLC national BD | Quarry Hill Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Jun 9, 2021 | May 28, 2021 |
| Shelley Ann Austin | Cetera Advisor Networks LLC BD affiliated | Quarry Hill Advisors independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 6, 2019 | Jan 20, 2020 (45 d) |
| Kyle Stephen Moore | Pitzl Financial independent RIA | Quarry Hill Advisors independent RIA | RIA to RIA | Apr 20, 2017 | May 6, 2022 (1842 d) |
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3 moves match.