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 Arbor Capital Management Corp
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 |
|---|---|---|---|---|---|
| Leonardo Mesa | Arbor Capital Management Corp mixed wealth | F L Putnam Investment Management Co. independent RIA | RIA to RIA | Dec 6, 2024 | Jul 21, 2025 (227 d) |
| Daniel M. Toole | Arbor Capital Management Corp mixed wealth | F L Putnam Investment Management Co. independent RIA | RIA to RIA | Dec 6, 2024 | Jul 31, 2024 |
| Lawrence Thomas Mcgowan | Arbor Capital Management Corp mixed wealth | F L Putnam Investment Management Co. independent RIA | RIA to RIA | Dec 6, 2024 | Jul 26, 2024 |
| Magdalena Jaworska | Arbor Capital Management Corp mixed wealth | F L Putnam Investment Management Co. independent RIA | RIA to RIA | Dec 6, 2024 | Jul 18, 2024 |
| Gerald Thomas Cole | Arbor Capital Management Corp mixed wealth | F L Putnam Investment Management Co. independent RIA | RIA to RIA | Dec 6, 2024 | Dec 2, 2024 |
| Matthew James Wilkinson | Arbor Capital Management Corp other | Clear Wealth Management state registered | Other | Dec 7, 2017 | Dec 7, 2017 |
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6 moves match.