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 Genter Advisors 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 |
|---|---|---|---|---|---|
| Mitchell Harold Freedman | Genter Advisors LLC independent RIA | Strait & Sound independent RIA | RIA to RIA | Sep 1, 2023 | Jun 28, 2023 |
| Charles Andrew Robb | Genter Advisors LLC independent RIA | Telos Capital Management, Inc. independent RIA | RIA to RIA | May 24, 2022 | May 28, 2022 |
| Paul Sangyop Lee | Genter Advisors LLC other | Genter Capital Management other | Other | Aug 22, 2016 | Apr 2, 2015 |
| Peter Dominic Demartino | Genter Advisors LLC other | Genter Capital Management other | Other | Aug 6, 2014 | Jun 5, 2014 |
| Jonathan Paul Fairchild | Genter Advisors LLC other | Telos Capital Management, Inc. other | Other | Oct 5, 2011 | Sep 7, 2011 |
| Aileen A. Grant | Genter Advisors LLC other | Rittenhouse Asset Management, Inc. unclassified | Other | Dec 31, 2005 | Jul 27, 2006 (208 d) |
| William Patrick Dougherty | Genter Advisors LLC other | Cambridge Investment Research Advisors, Inc. other | Other | Dec 31, 2005 | Jan 16, 2009 (1112 d) |
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7 moves match.