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 Levitt Capital Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Jessica Feng Hui Lim | Levitt Capital Management LLC other | Avalon Investment & Advisory other | Other | Jul 31, 2014 | Oct 17, 2014 (78 d) |
| Mary Susan Van Bergen | Levitt Capital Management LLC other | Steinberg Global Asset Management Ltd other | Other | Jun 30, 2014 | Sep 23, 2014 (85 d) |
| Eric J Lutton | Levitt Capital Management LLC other | Leonard And Company other | Other | Nov 28, 2007 | Sep 26, 2011 (1398 d) |
| Nikol Elaine Tennant | Levitt Capital Management LLC other | Steinberg Global Asset Management Ltd other | Other | Feb 12, 2007 | Jun 10, 2016 (3406 d) |
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4 moves match.