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 Advisory Advantage Company, 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
Julie Ann Schneider	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Dec 31, 2013	May 29, 2013
Michael James Purcell	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Dec 31, 2013	May 21, 2010
Scott Ronald Pilchard	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Dec 31, 2013	Feb 11, 2010
Antony John Desorbo	Manning & Napier Advisory Advantage Company, LLC other	Solid Point Wealth Advisors, LLC no RAUM	Other	Dec 31, 2013	Sep 30, 2022 (3195 d)
Michael Thomas Valenti	Manning & Napier Advisory Advantage Company, LLC other	Morgan Stanley wirehouse	Other	Dec 31, 2013	Aug 9, 2019 (2047 d)
Kevin Joseph Kale	Manning & Napier Advisory Advantage Company, LLC other	Halite Partners, LLC other	Other	Dec 31, 2013	Mar 26, 2018 (1546 d)
James William Hakewill	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Dec 31, 2013	Aug 27, 2010
Frank Edward Lesczinski	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC mixed wealth	Other	Dec 31, 2013	Jul 29, 2021 (2767 d)
Joshua William Pryor	Manning & Napier Advisory Advantage Company, LLC other	Wealth Enhancement Advisory Services, LLC BD affiliated	Other	Dec 31, 2013	Apr 26, 2022 (3038 d)
Christopher Charles Porpiglia	Manning & Napier Advisory Advantage Company, LLC other	Wealth Enhancement Advisory Services, LLC BD affiliated	Other	Dec 31, 2013	May 20, 2022 (3062 d)
Gregory Tedone	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Dec 31, 2013	Mar 19, 2012
Christopher Joseph Labounty	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Dec 31, 2013	Apr 11, 2011
Christopher Michael Sands	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Dec 31, 2013	Jul 12, 2013
Kelly A Reey	Manning & Napier Advisory Advantage Company, LLC other	Putnam Investment Management, LLC other	Other	Mar 20, 2013	Apr 8, 2013
Joshua William Pryor	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Feb 22, 2013	Jul 27, 2011
Justin Todd Goldman	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Oct 23, 2012	Apr 24, 2002
Scott Brandon Dooley	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Jul 19, 2012	Feb 11, 2010
Adam Wescott Graves	Manning & Napier Advisory Advantage Company, LLC other	Columbia Management Investment Advisers, LLC other	Other	May 13, 2011	May 16, 2011
Susan Lippman Halpern	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Mar 30, 2011	Feb 11, 2010
David Michael Suchland	Manning & Napier Advisory Advantage Company, LLC other	Sunset Financial Services, Inc. other	Other	Jan 22, 2010	Jan 12, 2011 (355 d)
Michael William Dickson	Manning & Napier Advisory Advantage Company, LLC other	Loomis, Sayles & Company, L.P. other	Other	Oct 24, 2008	Dec 8, 2009 (410 d)
Michael Thomas Valenti	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Sep 28, 2006	Aug 23, 2006
Anthony M Strittholt	Manning & Napier Advisory Advantage Company, LLC other	Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse	Other	Jan 19, 2005	Feb 24, 2005 (36 d)
Ian Thomas Robertson	Manning & Napier Advisory Advantage Company, LLC other	Lincoln Financial Distributors, Inc. unclassified	Other	Sep 17, 2003	Sep 29, 2003
Elizabeth Mezei Raabe	Manning & Napier Advisory Advantage Company, LLC other	Capital Investment Counsel Inc other	Other	Aug 22, 2002	Apr 13, 2004 (600 d)
James Russell Magbee	Manning & Napier Advisory Advantage Company, LLC other	Manning & Napier Advisors, LLC other	Other	Jul 1, 2002	Aug 27, 2001

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26 moves match.