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 Fyra 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 |
|---|---|---|---|---|---|
| Megan Katherine Miener | Ae Wealth Management, LLC BD affiliated | Fyra Capital Management independent RIA | Affiliated broker-dealer or bank to independent RIA | May 8, 2023 | Jan 11, 2023 |
| Matthew Paul Allgeyer | Calton & Associates, Inc. independent RIA | Fyra Capital Management no RAUM | RIA to a newly registered adviser | Sep 1, 2021 | Sep 1, 2021 |
| Kyle Randall Jones | Calton & Associates, Inc. independent RIA | Fyra Capital Management no RAUM | RIA to a newly registered adviser | Sep 1, 2021 | Sep 3, 2021 |
| Andrew Charles Buehler | Calton & Associates, Inc. independent RIA | Fyra Capital Management no RAUM | RIA to a newly registered adviser | Sep 1, 2021 | Sep 1, 2021 |
| Peggy Knobbe | Calton & Associates, Inc. independent RIA | Fyra Capital Management no RAUM | RIA to a newly registered adviser | Aug 25, 2021 | Aug 26, 2021 |
| Christopher N Ferrara | Bofa Advisors, LLC other | Fyra Capital Management independent RIA | Other | Jun 15, 2007 | Mar 10, 2023 (5747 d) |
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6 moves match.