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 Temenos Advisory, 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 |
|---|---|---|---|---|---|
| Jeffrey Alan Savelle | Temenos Advisory, Inc. independent RIA | Fairport Advisors, Inc. state registered | RIA to a state-registered adviser | Nov 30, 2018 | Aug 28, 2018 |
| Dixon Karmindro | Temenos Advisory, Inc. other | Mainstream Capital Management independent RIA | Other | Jul 13, 2016 | Mar 18, 2019 (978 d) |
| Ronald Harris Mcneese | Temenos Advisory, Inc. other | Bcg Securities, Inc. other | Other | Sep 22, 2015 | Sep 9, 2015 |
| Alexander Gould Campbell | Temenos Advisory, Inc. other | A.G. Campbell Advisory, LLC other | Other | Mar 7, 2012 | Jun 4, 2012 (89 d) |
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4 moves match.