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 Santander Asset Management
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 |
|---|---|---|---|---|---|
| Ana Rosa Suarez | Santander Asset Management other | Atlas Asset Management LLC other | Other | May 21, 2021 | Jun 3, 2021 |
| Cristina Canellas | Santander Asset Management other | Popular Asset Management other | Other | May 21, 2021 | Oct 20, 2021 (152 d) |
| Desiree Joanne Mieses Llavat | Santander Asset Management other | Lumiere Bay state registered | Other | Oct 3, 2019 | Jul 21, 2020 (292 d) |
| Paul X Hopgood Morales | Santander Asset Management other | Atlas Asset Management LLC no RAUM | Other | Oct 6, 2014 | Dec 10, 2014 (65 d) |
Page 1 of 1
4 moves match.