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 Fourpath 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 |
|---|---|---|---|---|---|
| Scott William Morton | Wells Fargo Advisors wirehouse | Fourpath Capital Management, LLC independent RIA | Wirehouse to independent RIA | Jul 22, 2024 | Jul 18, 2024 |
| Jason Lee Hughart | Wells Fargo Advisors wirehouse | Fourpath Capital Management, LLC independent RIA | Wirehouse to independent RIA | Jul 17, 2024 | Jul 18, 2024 |
| Ashley Renae Turner | Wells Fargo Advisors wirehouse | Fourpath Capital Management, LLC independent RIA | Wirehouse to independent RIA | Jul 17, 2024 | Jul 18, 2024 |
| Jeffrey Rouk James | Wells Fargo Advisors wirehouse | Fourpath Capital Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 12, 2021 | Jul 12, 2021 |
| Arlis Kyle Reuter | Wells Fargo Advisors wirehouse | Fourpath Capital Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 12, 2021 | Jul 12, 2021 |
| Holly Diane Gooch | Wells Fargo Advisors wirehouse | Fourpath Capital Management, LLC no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | Jul 12, 2021 | Jul 12, 2021 |
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6 moves match.