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 Qci Asset 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.

AdvisorFromToTypeLeftRegistered
Harold Edward ShillQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
Christopher Kevin HoffarthQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
David Faris KhalilQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
Colby Loomis FeaneQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
Michael KiviatQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
Gregory TedoneQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
Gerald FurcinitiQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
Eric Nicholas AlvitoQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
Alexander Romeo BernierQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
Timothy M. MaherQci Asset Management Inc mixed wealthWealth Enhancement Advisory Services, LLC BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2021Nov 2, 2021
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10 moves match.