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
Departures from Stanford Investment Group, Inc.
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 |
|---|---|---|---|---|---|
| Cliff C Loh | Stanford Investment Group, Inc. other | Aspiriant, LLC independent RIA | Other | Mar 28, 2017 | Jun 18, 2018 (447 d) |
| Kaleb Kevin Paddock | Stanford Investment Group, Inc. other | Aspiriant, LLC other | Other | Mar 28, 2017 | Mar 21, 2018 (358 d) |
| Darryl Randolph Rae | Stanford Investment Group, Inc. other | Aspiriant, LLC other | Other | Feb 9, 2017 | Feb 1, 2017 |
| Helen Ann Dietz | Stanford Investment Group, Inc. other | Aspiriant, LLC other | Other | Feb 9, 2017 | Feb 1, 2017 |
| Talia Pierluissi | Stanford Investment Group, Inc. other | Aspiriant, LLC other | Other | Feb 9, 2017 | Feb 1, 2017 |
| Natalie Ann Morrella | Stanford Investment Group, Inc. other | Aspiriant, LLC other | Other | Feb 9, 2017 | Feb 1, 2017 |
| Nayan Prafulchandra Lapsiwala | Stanford Investment Group, Inc. other | Aspiriant, LLC other | Other | Feb 9, 2017 | Feb 1, 2017 |
| Katherine Ann Simmonds | Stanford Investment Group, Inc. other | Adviceperiod, LLC other | Other | Dec 27, 2016 | Dec 22, 2016 |
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8 moves match.