DFX Intelligence
RIA Intelligence
Advisor moves
Departures from Credit Suisse Private Advisors
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 |
|---|---|---|---|---|---|
| Ivo Nmn Kaufmann | Credit Suisse Private Advisors other | Ssa Wealth Advisors mixed wealth | Other | Jul 2, 2012 | May 15, 2026 (5065 d) |
| Oliver E Hohermuth | Credit Suisse Private Advisors other | Vontobel Swiss Wealth Advisors Ag other | Other | Aug 4, 2010 | Oct 4, 2010 (61 d) |
| Deepak Soni | Credit Suisse Private Advisors other | Vontobel Swiss Wealth Advisors Ag other | Other | Jun 1, 2010 | Oct 4, 2010 (125 d) |
| Giuseppe Mazzeo | Credit Suisse Private Advisors other | Andbanc Advisory LLC other | Other | Jul 28, 2008 | Feb 26, 2014 (2039 d) |
| Kai Christian Poetschke | Credit Suisse Private Advisors other | Intelligent Capital Management, LLC unclassified | Other | Jul 3, 2008 | Mar 13, 2009 (253 d) |
| Nathalie Tremblay | Credit Suisse Private Advisors other | Credit Suisse Securities (USA) LLC other | Other | Jul 3, 2008 | Aug 25, 2012 (1514 d) |
| Cees-Jan Van Hoek | Credit Suisse Private Advisors other | Credit Suisse Securities (USA) LLC other | Other | Nov 1, 2006 | Dec 4, 2006 (33 d) |
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7 moves match.