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 Acropolis Investment Management
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 |
|---|---|---|---|---|---|
| Peter Joseph Lazaroff | Acropolis Investment Management other | Plancorp, LLC other | Other | Mar 27, 2015 | Apr 7, 2015 |
| Kristen Renee Donovan | Acropolis Investment Management other | Buckingham Strategic Wealth, LLC other | Other | Nov 11, 2014 | Sep 15, 2015 (308 d) |
| John Russell Mcclelland | Acropolis Investment Management other | Duncker Streett & Co. other | Other | Oct 15, 2013 | Nov 1, 2013 |
| Robert Stanley Fleming | Acropolis Investment Management other | U.S. Bancorp Investments, Inc. other | Other | May 27, 2010 | Jun 10, 2010 |
| Mona Loretta Gooden | Acropolis Investment Management other | Moneta Group Investment Advisors, LLC other | Other | Nov 14, 2008 | Nov 15, 2012 (1462 d) |
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5 moves match.