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 Partnership Financial, 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 |
|---|---|---|---|---|---|
| Kristen Elisabeth Moosmiller | Partnership Financial, LLC state registered | Northavenue LLC independent RIA | Other | Jan 2, 2019 | Dec 3, 2018 |
| Chandler Elizabeth Fugate-Laus | Partnership Financial, LLC state registered | Northavenue LLC independent RIA | Other | Jan 2, 2019 | Nov 29, 2018 |
| Timothy Joseph Burkett | Partnership Financial, LLC state registered | Northavenue LLC independent RIA | Other | Jan 2, 2019 | Feb 4, 2019 (33 d) |
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3 moves match.