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 Manning & Napier Advisors, 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 |
|---|---|---|---|---|---|
| William Holten Fields | Manning & Napier Advisors, LLC other | Intercarolina Financial Services, Inc. mixed wealth | Other | Mar 14, 2007 | Oct 26, 2017 (3879 d) |
| Mark David Wilcox | Manning & Napier Advisors, LLC other | Sequoia Financial Group, L.L.C. other | Other | Jul 26, 2006 | Apr 27, 2007 (275 d) |
| Joseph Anthony Simmons | Manning & Napier Advisors, LLC other | New York Life Investment Management LLC other | Other | May 4, 2006 | Jun 19, 2006 (46 d) |
| Anthony M Strittholt | Manning & Napier Advisors, LLC other | Manning & Napier Advisory Advantage Company, LLC other | Other | Jan 19, 2005 | Jul 25, 2002 |
| Jeffery R Howey | Manning & Napier Advisors, LLC other | Neuberger Berman Bd LLC other | Other | Nov 2, 2004 | May 21, 2014 (3487 d) |
| James Russell Magbee | Manning & Napier Advisors, LLC other | Raymond James Financial Services Advisors, Inc other | Other | Sep 3, 2002 | Mar 4, 2013 (3835 d) |
Page 2 of 2Previous
66 moves match.