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 Odingard Capital Management
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 |
|---|---|---|---|---|---|
| Stefan Kip Astheimer | Pension Consultants Inc institutional | Odingard Capital Management state registered | Other | May 11, 2022 | Dec 12, 2022 (215 d) |
| Richard Leslie Wells | Camarda Wealth Advisory Group independent RIA | Odingard Capital Management state registered | RIA to a state-registered adviser | Dec 8, 2017 | Aug 7, 2018 (242 d) |
| Russell Douglas Renfrow | Morgan Stanley wirehouse | Odingard Capital Management state registered | Wirehouse to a state-registered adviser | Oct 21, 2016 | Apr 5, 2023 (2357 d) |
| Jeffrey Bryan Hale | Nrp Advisors, Inc. unclassified | Odingard Capital Management state registered | Other | Oct 27, 2009 | Jun 18, 2020 (3887 d) |
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4 moves match.