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 Lehrer Management 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 |
|---|---|---|---|---|---|
| Todd Randall Walsh | Lehrer Management Co Inc other | Captrust institutional | Other | Oct 30, 2013 | Feb 18, 2026 (4494 d) |
| Tony Larry Alarcon | Lehrer Management Co Inc other | Legacy Wealth Services, LLC unclassified | Other | Oct 31, 2012 | Jan 30, 2012 |
| Jonathan Gideon Riley | Lehrer Management Co Inc other | Riley Friedman Asset Management other | Other | Jul 7, 2011 | Sep 19, 2011 (74 d) |
| Stuart Edwin Friedman | Lehrer Management Co Inc other | Denarius Advisors, LLC no RAUM | Other | Jul 7, 2011 | Sep 16, 2013 (802 d) |
| Eric Cameron Patterson | Lehrer Management Co Inc other | Winans Investments other | Other | Jul 7, 2011 | Aug 26, 2011 (50 d) |
| Craig Steven Brooks | Lehrer Management Co Inc other | UBS Financial Services Inc. wirehouse | Other | Nov 23, 2009 | Jun 26, 2007 |
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6 moves match.