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 Running Point Capital Advisors 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
Abraham Daniel IsraeliKennedy Wealth Management, LLC state registeredRunning Point Capital Advisors LLC independent RIAOtherOct 22, 2021Aug 16, 2022 (298 d)
Elizabeth Boles DesousaMercer Global Advisors Inc. independent RIARunning Point Capital Advisors LLC independent RIARIA to RIAOct 21, 2020Nov 25, 2020 (35 d)
Tammy Anne TrentaCreative Planning independent RIARunning Point Capital Advisors LLC independent RIARIA to RIASep 16, 2020Sep 25, 2020
Joshua Darrin MudseCarnegie Investment Counsel independent RIARunning Point Capital Advisors LLC independent RIARIA to RIAMar 17, 2020Feb 3, 2021 (323 d)
Daniel Andrew KerrThreadline Wealth independent RIARunning Point Capital Advisors LLC independent RIARIA to RIANov 5, 2019Jul 14, 2020 (252 d)
Michael Ashley SchulmanHollencrest Capital Management independent RIARunning Point Capital Advisors LLC independent RIARIA to RIAAug 6, 2019May 13, 2020 (281 d)
James Frederick SchlagerSagepoint Financial, Inc. otherRunning Point Capital Advisors LLC no RAUMOtherDec 6, 2005Dec 26, 2019 (5133 d)
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7 moves match.