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 Friedberg Investment 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 |
|---|---|---|---|---|---|
| Jonathan G Reichek | Friedberg Investment Management, Inc. other | Brasada Capital Management, LP other | Other | Dec 22, 2017 | Feb 23, 2018 (63 d) |
| Tiffany Sue Kent | Friedberg Investment Management, Inc. other | Alliancebernstein L.P. other | Other | Mar 4, 2016 | Mar 9, 2018 (735 d) |
| Terry Lee Ledbetter | Friedberg Investment Management, Inc. other | Kopion Asset Management, LLC independent RIA | Other | Oct 20, 2009 | Mar 4, 2010 (135 d) |
Page 1 of 1
3 moves match.