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 Trademark Capital 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 |
|---|---|---|---|---|---|
| Mary Lynne Patch | Trademark Capital Management Inc other | Nfp Advisor Services, LLC other | Other | Jun 10, 2014 | Aug 28, 2014 (79 d) |
| Steve Athanassie | Trademark Capital Management Inc other | Provise Management Group, LLC other | Other | Feb 15, 2013 | Mar 27, 2013 (40 d) |
Page 1 of 1
2 moves match.