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 Placemark Investments, 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.

AdvisorFromToTypeLeftRegistered
Patrick Scott FreelandPlacemark Investments, Inc. otherEnvestnet Pmc otherOtherDec 31, 2014Mar 16, 2015 (75 d)
Andre Charles BehrmannPlacemark Investments, Inc. otherEnvestnet Pmc otherOtherDec 31, 2014May 12, 2015 (132 d)
Michael Andrew PescatorePlacemark Investments, Inc. otherEnvestnet Pmc otherOtherDec 31, 2014May 12, 2015 (132 d)
Stephanie Elaine WilliamsPlacemark Investments, Inc. otherEnvestnet Pmc otherOtherDec 31, 2014Feb 25, 2015 (56 d)
Calvin Don BryantPlacemark Investments, Inc. otherEnvestnet Pmc otherOtherDec 31, 2014Jan 29, 2015
Ronald Earl PruittPlacemark Investments, Inc. otherEnvestnet Pmc otherOtherDec 31, 2014Feb 25, 2015 (56 d)
Katie Ward BrewerPlacemark Investments, Inc. otherLearnvest Planning Services, LLC no RAUMOtherJan 4, 2013Jan 23, 2013
David R FaulknerPlacemark Investments, Inc. otherNorthwestern Mutual Investment Services,LLC otherOtherJan 18, 2011Aug 15, 2011 (209 d)
Jonathan Peter DoylePlacemark Investments, Inc. otherRBC Rochdale, LLC otherOtherAug 13, 2009Mar 8, 2010 (207 d)
Joseph Michael RinaldiPlacemark Investments, Inc. otherCitigroup Global Markets Inc. otherOtherSep 12, 2008Feb 3, 2009 (144 d)
William Lewis BarlowPlacemark Investments, Inc. otherSouthstate Advisory, Inc. otherOtherFeb 19, 2008Jan 15, 2025 (6175 d)
Brian Eric GlavinPlacemark Investments, Inc. otherJanney Montgomery Scott LLC otherOtherFeb 19, 2008Mar 26, 2008 (36 d)
Mark SchechterPlacemark Investments, Inc. otherJ.P. Morgan Securities LLC wirehouseOtherJun 11, 2007Sep 18, 2018 (4117 d)
Lee EllwoodPlacemark Investments, Inc. otherMorgan Stanley wirehouseOtherDec 18, 2006Apr 20, 2010 (1219 d)
Dru C AshcraftPlacemark Investments, Inc. otherFsc Securities Corporation otherOtherJan 31, 2005Jun 27, 2008 (1243 d)
Franklin David CrowderPlacemark Investments, Inc. otherIcm Asset Management Inc otherOtherApr 14, 2004Sep 16, 2004 (155 d)
Thomas Joel CademartoriPlacemark Investments, Inc. otherAlliancebernstein L.P. otherOtherDec 31, 2003Mar 12, 2004 (72 d)
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17 moves match.