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 Contravisory Investment Management, 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 |
|---|---|---|---|---|---|
| John A Fasciano | Contravisory Investment Management, Inc. independent RIA | New World Advisors LLC no RAUM | RIA to a newly registered adviser | Jun 29, 2018 | Jul 30, 2018 (31 d) |
| Jared Andrew Sweeney | Contravisory Investment Management, Inc. other | Prw Wealth Management LLC independent RIA | Other | Sep 11, 2017 | Jun 11, 2018 (273 d) |
| Eileen Renee Hayes | Contravisory Investment Management, Inc. other | Blackrock Investment Management, LLC other | Other | Apr 18, 2011 | Mar 16, 2026 (5446 d) |
Page 1 of 1
3 moves match.