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 Florida Investment Advisors
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 |
|---|---|---|---|---|---|
| Andrey Stefanov Niantchev | Florida Investment Advisors other | LPL Financial LLC other | Other | Nov 13, 2013 | Nov 25, 2013 |
| Robert Fenn Giles | Florida Investment Advisors other | Wealth Advisors Of Tampa Bay no RAUM | Other | Apr 18, 2012 | May 17, 2012 |
| Gelsomina Medaglia Lipscomb | Florida Investment Advisors other | Wealth Advisors Of Tampa Bay no RAUM | Other | Apr 18, 2012 | May 14, 2012 |
| Philip Laurence Murphy | Florida Investment Advisors other | Aviso Wealth Management other | Other | Oct 13, 2005 | Nov 14, 2005 (32 d) |
Page 1 of 1
4 moves match.