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 Veery 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.

AdvisorFromToTypeLeftRegistered
Michael Charles TopleyCambridge Investment Research Advisors, Inc. BD affiliatedVeery Capital, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 22, 2018Oct 5, 2018
Christopher Matthew GriestCambridge Investment Research Advisors, Inc. BD affiliatedVeery Capital, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 15, 2018Oct 3, 2018
David Christopher BenferCambridge Investment Research Advisors, Inc. BD affiliatedVeery Capital, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 10, 2018Oct 11, 2018
Matthew James MacnealCambridge Investment Research Advisors, Inc. BD affiliatedVeery Capital, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 10, 2018Oct 9, 2018
Cortney B MilnerCambridge Investment Research Advisors, Inc. BD affiliatedVeery Capital, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 10, 2018Oct 3, 2018
Christopher Tyler DiederichCambridge Investment Research Advisors, Inc. BD affiliatedVeery Capital, LLC no RAUMAffiliated broker-dealer or bank to a newly registered adviserOct 10, 2018Oct 9, 2018
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6 moves match.