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 Heron Bay 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 |
|---|---|---|---|---|---|
| Joseph Ryan Ashmore | Clarkston Capital Partners, LLC mixed wealth | Heron Bay Capital Management independent RIA | RIA to RIA | Mar 19, 2020 | Jun 12, 2020 (85 d) |
| Gerald Lee Seizert | Seizert Capital Partners other | Heron Bay Capital Management no RAUM | Other | Jan 2, 2020 | Nov 12, 2019 |
| Paul Clark Seizert | Seizert Capital Partners other | Heron Bay Capital Management independent RIA | Other | Nov 4, 2019 | Jan 1, 2025 (1885 d) |
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3 moves match.