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 Sykon Capital 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
Joseph P CastiglieMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSykon Capital LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 15, 2023Jun 2, 2023
Stephen Michael RuvitusoMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSykon Capital LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 5, 2023Aug 3, 2023 (59 d)
Todd Andrew StankiewiczMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSykon Capital LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 5, 2023Jun 2, 2023
Shawn Michael TeufelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSykon Capital LLC no RAUMWirehouse to a newly registered adviser (no RAUM reported yet)Jun 5, 2023Jul 17, 2023 (42 d)
Matthew ChungCitigroup Global Markets Inc. BD affiliatedSykon Capital LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 3, 2022Apr 10, 2026 (1438 d)
Page 1 of 1
5 moves match.