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 Phineus Partners, L.P.
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 |
|---|---|---|---|---|---|
| Michael Dean Grant | Phineus Partners, L.P. other | Mcf/Nv Asset Management, LLC unclassified | Other | Mar 21, 2016 | Jul 7, 2006 |
| Alan Chidsey | Phineus Partners, L.P. other | New Edge Wealth BD affiliated | Other | Dec 9, 2015 | Apr 16, 2024 (3051 d) |
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2 moves match.