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 River'S Edge
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 |
|---|---|---|---|---|---|
| Jacob Charles Mcconnell | On Investment Management Co BD affiliated | River'S Edge independent RIA | Affiliated broker-dealer or bank to independent RIA | May 5, 2025 | May 7, 2025 |
| Jake Gilchrist Mccracken | Ewa, LLC independent RIA | River'S Edge independent RIA | RIA to RIA | Jul 15, 2021 | Jan 4, 2022 (173 d) |
| Trevor M York | Ewa, LLC independent RIA | River'S Edge no RAUM | RIA to a newly registered adviser | Jul 15, 2021 | Apr 21, 2021 |
| Quinn J. Paul Mccracken | Ewa, LLC independent RIA | River'S Edge no RAUM | RIA to a newly registered adviser | Jun 4, 2021 | May 6, 2021 |
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4 moves match.