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 Tfr Advisors Llp
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 |
|---|---|---|---|---|---|
| Joshua Ryan Dunham | Tfr Advisors Llp other | Scf Investment Advisors, Inc. other | Other | Dec 31, 2014 | Dec 10, 2014 |
| Bobby Glenn James | Tfr Advisors Llp other | Advanced Practice Advisors, LLC other | Other | Oct 15, 2014 | Jun 5, 2014 |
| Bryan Alan Leinart | Tfr Advisors Llp other | Scf Investment Advisors, Inc. other | Other | Aug 19, 2014 | Aug 7, 2014 |
| Leslie Robert Rosenblatt | Tfr Advisors Llp other | Scf Investment Advisors, Inc. other | Other | Aug 7, 2014 | Jul 14, 2014 |
| Kyle Jordan Gardner | Tfr Advisors Llp other | Scf Investment Advisors, Inc. other | Other | Jul 7, 2014 | Jul 2, 2014 |
| Richard Coolidge Ford | Tfr Advisors Llp other | Wfg Advisors, LP other | Other | Jun 13, 2014 | Jun 20, 2014 |
| Bobby Glenn James | Tfr Advisors Llp other | First Financial Equity Corporation other | Other | Dec 31, 2006 | Apr 29, 2005 |
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7 moves match.