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 Federal Street Advisors 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 |
|---|---|---|---|---|---|
| Mark Nestrud Peters | Federal Street Advisors Inc other | Pathstone other | Other | Dec 31, 2015 | Jan 20, 2016 |
| Thomas Matthew Juster | Federal Street Advisors Inc other | Old North Advisors, LLC other | Other | Dec 31, 2015 | Mar 9, 2015 |
| George Creelman Carr | Federal Street Advisors Inc other | Old North Advisors, LLC other | Other | Oct 8, 2015 | Mar 9, 2015 |
| Balamurugan Cumaresan | Federal Street Advisors Inc other | Siharum Advisors, LLC other | Other | Jun 17, 2008 | May 16, 2011 (1063 d) |
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4 moves match.