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 Fortune Financial Group, 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
Ann Elizabeth GunstFortune Financial Group, Inc. independent RIARothschild Wealth LLC otherOtherNov 16, 2015Mar 17, 2015
Bradley Howard RosleyFortune Financial Group, Inc. independent RIALcm Capital Management Inc otherOtherDec 31, 2002Mar 24, 1998
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2 moves match.