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 Osborn Rohs Williams & Donohoe, 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 |
|---|---|---|---|---|---|
| David Putnam Osborn | Osborn Rohs Williams & Donohoe, LLC other | Osborn Williams & Donohoe, LLC no RAUM | Other | Apr 27, 2012 | Mar 26, 2012 |
| William Thomas Sena | Osborn Rohs Williams & Donohoe, LLC other | Fort Washington Investment Advisors Inc other | Other | Jan 4, 2010 | Jun 3, 2013 (1246 d) |
| Michael Anderson Coombe | Osborn Rohs Williams & Donohoe, LLC other | 1919 Investment Counsel, LLC other | Other | Sep 20, 2007 | Nov 5, 2007 (46 d) |
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3 moves match.