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 Edge Asset Management, 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 |
|---|---|---|---|---|---|
| Bradley Nelson Stewart | Edge Asset Management, Inc. other | Robert W. Baird & Co. Incorporated other | Other | Dec 10, 2015 | Nov 3, 2015 |
| Egor Nickolaevich Rybakov | Edge Asset Management, Inc. other | Curi Capital, LLC other | Other | Mar 28, 2013 | Apr 18, 2016 (1117 d) |
| Gary James Pokrzywinski | Edge Asset Management, Inc. other | Strategic Income Management, LLC other | Other | Sep 16, 2009 | Nov 4, 2010 (414 d) |
| Stephen Q Spencer | Edge Asset Management, Inc. other | Act Securities, LLC state registered | Other | Sep 16, 2009 | May 18, 2019 (3531 d) |
| John Walter Healy | Edge Asset Management, Inc. other | Nuveen Fund Advisors, LLC other | Other | Apr 7, 2006 | Oct 4, 2006 (180 d) |
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5 moves match.