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 Bradford & Marzec, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Mark Steven Kavolius | Bradford & Marzec, LLC other | Tortoise Credit Strategies, LLC other | Other | Jun 21, 2016 | Jun 27, 2016 |
| Michael George Sanchez | Bradford & Marzec, LLC other | Tortoise Credit Strategies, LLC other | Other | Jun 21, 2016 | Jun 24, 2016 |
| John Matthew Heitkemper | Bradford & Marzec, LLC other | Tortoise Credit Strategies, LLC other | Other | Jun 21, 2016 | Jun 24, 2016 |
| Michael James Kelnosky | Bradford & Marzec, LLC other | Tortoise Credit Strategies, LLC other | Other | Jun 21, 2016 | Jun 24, 2016 |
| Vincent Emil Zupo | Bradford & Marzec, LLC other | Alphacore Capital LLC independent RIA | Other | Nov 7, 2012 | Apr 14, 2023 (3810 d) |
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5 moves match.