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 Advisor Partners, 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 |
|---|---|---|---|---|---|
| Rahul Nmn Agrawal | Advisor Partners, LLC independent RIA | Concentric no RAUM | RIA to a newly registered adviser | Aug 15, 2022 | Jun 22, 2022 |
| Elena Gorskaya | Advisor Partners, LLC independent RIA | Concentric no RAUM | RIA to a newly registered adviser | Aug 15, 2022 | Jun 17, 2022 |
| Jia Xu | Advisor Partners, LLC independent RIA | Concentric no RAUM | RIA to a newly registered adviser | Aug 15, 2022 | Jun 22, 2022 |
| Bryan James Lee | Advisor Partners, LLC independent RIA | Concentric no RAUM | RIA to a newly registered adviser | Aug 15, 2022 | Jun 22, 2022 |
| Michael John Oconnor | Advisor Partners, LLC independent RIA | Concentric no RAUM | RIA to a newly registered adviser | Dec 31, 2020 | Jun 22, 2022 (538 d) |
Page 1 of 1
5 moves match.