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 Alan Biller And Associates
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 |
|---|---|---|---|---|---|
| Daniel D. Hennessy | Alan Biller And Associates no RAUM | Nepc, LLC institutional | Other | Jan 6, 2015 | Jan 5, 2026 (4017 d) |
| Eyal Bilgrai | Alan Biller And Associates other | Aba Capital LLC state registered | Other | May 5, 2011 | Oct 1, 2025 (5263 d) |
| Eugene Leon Podkaminer | Alan Biller And Associates other | Capital Client Group, Inc. no RAUM | Other | Sep 13, 2010 | Jan 21, 2025 (5244 d) |
| Dusan Thomas Zachystal | Alan Biller And Associates other | International Asset Management independent RIA | Other | Aug 1, 2008 | Dec 12, 2013 (1959 d) |
| Philip Edward Rollhaus | Alan Biller And Associates other | Matter Family Office independent RIA | Other | Nov 6, 2006 | May 28, 2021 (5317 d) |
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5 moves match.