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 Fairport Advisors, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Angela Maria Gomez | Fairport Advisors, Inc. state registered | UBS Financial Services Inc. wirehouse | Other | Sep 19, 2018 | Sep 18, 2020 (730 d) |
| David Blair Cole | Fairport Advisors, Inc. state registered | Voya Financial Advisors, Inc. other | Other | Nov 11, 2008 | Nov 18, 2008 |
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2 moves match.