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 The Danforth 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 |
|---|---|---|---|---|---|
| George Thomas Padula | The Danforth Associates, Inc other | Back Bay Financial Group, Inc. unclassified | Other | Jul 8, 2008 | Aug 20, 2008 (43 d) |
| Anne B. Putnam | The Danforth Associates, Inc other | Fenimore Asset Management, Inc. other | Other | Jun 13, 2006 | Jun 11, 2007 (363 d) |
| Eugene Francis Balerna | The Danforth Associates, Inc other | Alpha Investment Advisors, Inc. other | Other | Mar 15, 2006 | Apr 4, 2006 |
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3 moves match.