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 Telos Capital Partners
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 |
|---|---|---|---|---|---|
| George Philp Ramsay | Summit Financial, LLC BD affiliated | Telos Capital Partners state registered | Affiliated broker-dealer or bank to a state-registered adviser | Nov 13, 2024 | Jul 9, 2025 (238 d) |
| John Briggs Huddleston | Family Asset Management, LLC independent RIA | Telos Capital Partners state registered | RIA to a state-registered adviser | Jun 20, 2024 | Sep 24, 2024 (96 d) |
Page 1 of 1
2 moves match.