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 Quantitative Strategies, 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 |
|---|---|---|---|---|---|
| Morrie Wolbrum Reiff | Quantitative Strategies, Inc. independent RIA | Planned Asset Management other | Other | Apr 29, 2025 | Feb 8, 2010 |
| Paul Sueyuki Okawa | Quantitative Strategies, Inc. independent RIA | Afa Advisor Services LLC unclassified | Other | Apr 29, 2025 | Dec 1, 2005 |
| Alan Lee Shorr | Quantitative Strategies, Inc. other | Investment Advisor Associates, Inc. state registered | Other | Nov 20, 2012 | Apr 4, 2012 |
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3 moves match.