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 Ranch Capital Advisors 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 |
|---|---|---|---|---|---|
| Ryan J Mcmahon | Shepherd Financial Investment Advisory LLC institutional | Ranch Capital Advisors Inc. independent RIA | Other | Aug 3, 2023 | Oct 13, 2023 (71 d) |
| Bradley Scott Tremitiere | Wellington Shields & Co., LLC independent RIA | Ranch Capital Advisors Inc. independent RIA | RIA to RIA | Aug 7, 2019 | Jul 6, 2021 (699 d) |
| Elissa Ann Lovell | Truvestments Capital LLC independent RIA | Ranch Capital Advisors Inc. no RAUM | RIA to a newly registered adviser | Feb 21, 2019 | Apr 8, 2019 (46 d) |
| Gregory Thomas Pacitti | Truvestments Capital LLC independent RIA | Ranch Capital Advisors Inc. no RAUM | RIA to a newly registered adviser | Feb 5, 2019 | Apr 17, 2019 (71 d) |
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4 moves match.