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 Sollinda 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.

AdvisorFromToTypeLeftRegistered
Richard Ronald JensenBrs Financial LLC independent RIASollinda Capital Management LLC mixed wealthRIA to RIADec 5, 2024Dec 4, 2024
Gordon Richard JensenBrs Financial LLC independent RIASollinda Capital Management LLC mixed wealthRIA to RIADec 5, 2024Nov 18, 2024
Jonathan Andrew IngramCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC mixed wealthAffiliated broker-dealer or bank to independent RIAMay 3, 2024May 15, 2024
Justin Richard GreenhillSkyview Investment Advisors, LLC otherSollinda Capital Management LLC mixed wealthOtherJan 3, 2024Jan 1, 2025 (364 d)
James Russell BeamCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC asset managerOtherDec 26, 2023Jan 2, 2024
David Eric Van HornCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC asset managerOtherDec 26, 2023Jan 2, 2024
Gavin Marshall LangleyCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC asset managerOtherDec 26, 2023Jan 2, 2024
Andrew Elisha RaderCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC asset managerOtherDec 26, 2023Jan 2, 2024
Amber Hope HindsCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC asset managerOtherDec 13, 2023Jan 19, 2024 (37 d)
Anna Huffman WingerCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC asset managerOtherNov 3, 2023Nov 3, 2023
Christopher Jason CowanCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC asset managerOtherNov 2, 2023Dec 5, 2023 (33 d)
Marianne Katherine BrouilletteCapital Investment Advisory Services, LLC BD affiliatedSollinda Capital Management LLC asset managerOtherNov 2, 2023Dec 5, 2023 (33 d)
Ryan Anthony MumyCic Advisers, LLC unclassifiedSollinda Capital Management LLC mixed wealthOtherDec 31, 2012Mar 28, 2024 (4105 d)
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13 moves match.