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 Feldstein, Steven Dba Steven Feldstein & Associates
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 |
|---|---|---|---|---|---|
| Keith M Chasen | Feldstein, Steven Dba Steven Feldstein & Associates other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | May 20, 2013 | Jun 6, 2013 |
| Tara L Jakubik | Feldstein, Steven Dba Steven Feldstein & Associates other | Morgan Stanley wirehouse | Other | May 7, 2013 | May 15, 2013 |
| Catherine Angela Maniscalco Avery | Feldstein, Steven Dba Steven Feldstein & Associates other | Caim LLC other | Other | Oct 1, 2009 | Sep 27, 2007 |
| Sean Riley Eldred | Feldstein, Steven Dba Steven Feldstein & Associates other | Citigroup Global Markets Inc. other | Other | Oct 17, 2005 | Feb 10, 2006 (116 d) |
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4 moves match.