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 W.E. Donoghue & Co., 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 |
|---|---|---|---|---|---|
| Wayne Washowich | W.E. Donoghue & Co., Inc other | Donoghue Forlines LLC other | Other | Dec 13, 2016 | Dec 15, 2016 |
| Jeffrey Robert Thompson | W.E. Donoghue & Co., Inc other | Donoghue Forlines LLC other | Other | Dec 13, 2016 | Dec 15, 2016 |
| Antonio Lisi | W.E. Donoghue & Co., Inc other | Dion Money Management Inc unclassified | Other | Apr 4, 2006 | Nov 6, 2006 (216 d) |
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3 moves match.