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 Its Asset Management, L.P.
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 |
|---|---|---|---|---|---|
| Michael James Throckmorton | Its Asset Management, L.P. independent RIA | Investment Research Corp mixed wealth | RIA to RIA | Aug 11, 2020 | Sep 1, 2020 |
| Strawn Christian Markle | Its Asset Management, L.P. other | Lji Wealth Management, LLC other | Other | Sep 8, 2017 | Sep 11, 2017 |
| Christopher John Romano | Its Asset Management, L.P. other | Rayliant Asset Management, LLC other | Other | Dec 9, 2011 | Jun 22, 2012 (196 d) |
| Erik Robert Dodds | Its Asset Management, L.P. other | World Capital Advisors, LLC other | Other | Jan 31, 2008 | Feb 11, 2008 |
| Anthony J Bonanno | Its Asset Management, L.P. other | Park Avenue Securities LLC other | Other | Dec 31, 2006 | May 3, 1999 |
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5 moves match.