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 Navellier & Associates 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 |
|---|---|---|---|---|---|
| Robert Funk | Navellier & Associates Inc independent RIA | Bespoke Investment Group, LLC independent RIA | RIA to RIA | Feb 2, 2026 | Apr 19, 2024 |
| Clayton Harris Kornhauser | Navellier & Associates Inc independent RIA | Fisher Investments independent RIA | RIA to RIA | Apr 4, 2025 | Apr 8, 2025 |
| Bryan Alexander Perry | Navellier & Associates Inc independent RIA | Mint Asset Management LLC independent RIA | RIA to RIA | Feb 17, 2023 | Feb 22, 2023 |
| David Tyler Kornhauser | Navellier & Associates Inc other | Wells Fargo Advisors wirehouse | Other | Mar 2, 2017 | Jan 20, 2017 |
| James Henry O'Leary | Navellier & Associates Inc other | Henry James International Management, Inc. institutional | Other | Feb 24, 2014 | Jan 1, 2026 (4329 d) |
| Angel Marie Sandoval | Navellier & Associates Inc other | Morgan Stanley & Co. LLC unclassified | Other | Jun 18, 2008 | Jun 24, 2008 |
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6 moves match.