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 Fqi Capital Management 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 |
|---|---|---|---|---|---|
| Gerald Diduck | Wealth Enhancement Advisory Services, LLC BD affiliated | Fqi Capital Management LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Aug 26, 2026 | Aug 28, 2026 |
| Gerald Diduck | Mcelhenny Sheffield Capital Management, LLC independent RIA | Fqi Capital Management LLC state registered | RIA to a state-registered adviser | Apr 22, 2020 | Apr 21, 2020 |
| Joshua Michael Cohen | Mcelhenny Sheffield Capital Management, LLC independent RIA | Fqi Capital Management LLC state registered | RIA to a state-registered adviser | Oct 28, 2019 | Apr 13, 2020 (168 d) |
| Derek Stephen Atkinson | Forza Capital Management, L.L.C. unclassified | Fqi Capital Management LLC state registered | Other | Dec 17, 2010 | Dec 4, 2018 (2909 d) |
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4 moves match.