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 Primesolutions Advisors, LLC

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.

AdvisorFromToTypeLeftRegistered
Francis Henry SchulerPrimesolutions Advisors, LLC institutionalNrp Advisors, Inc. unclassifiedOtherMar 15, 2018Mar 11, 2009
Keith Alan WoernerPrimesolutions Advisors, LLC institutionalDwd Portfolio Solutions, Inc. independent RIAOtherMar 15, 2018Dec 12, 2017
Sam Cicero DalesandroPrimesolutions Advisors, LLC institutionalWharton Equity Corporation unclassifiedOtherMar 15, 2018Dec 16, 2004
Keith Paul WarmbeinPrimesolutions Advisors, LLC otherCarnegie Investment Counsel otherOtherApr 17, 2017Dec 9, 2015
Kimberly Martina GannisPrimesolutions Advisors, LLC otherSteel Tower Investments independent RIAOtherOct 8, 2015Aug 26, 2013
William Culp BurnettePrimesolutions Advisors, LLC otherCommonwealth Advisory Group, Ltd. otherOtherDec 31, 2014Dec 8, 2014
Monica M GarverPrimesolutions Advisors, LLC otherNrp Advisors, Inc. unclassifiedOtherJul 2, 2014Mar 11, 2009
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7 moves match.