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 Retirement Design & 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 |
|---|---|---|---|---|---|
| Jeffrey Lee Corliss | Retirement Design & Management Inc other | Hightower Advisors, LLC other | Other | Oct 17, 2016 | Oct 14, 2016 |
| Thomas Owen Mayper | Retirement Design & Management Inc other | Hightower Advisors, LLC other | Other | Oct 17, 2016 | Oct 14, 2016 |
| Elena Anne Dimiceli | Retirement Design & Management Inc other | Hightower Advisors, LLC other | Other | Oct 17, 2016 | Oct 14, 2016 |
| Andrew S Weissman | Retirement Design & Management Inc other | Cantor Fitzgerald Wealth Partners, LLC other | Other | Sep 28, 2015 | Oct 17, 2016 (385 d) |
| Mark Stuart Schaffer | Retirement Design & Management Inc other | Edelman Financial Services, LLC other | Other | Aug 1, 2011 | Aug 10, 2011 |
| Mark Weiderman | Retirement Design & Management Inc other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Mar 23, 2004 | Jan 9, 2014 (3579 d) |
Page 1 of 1
6 moves match.