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 Feg
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 |
|---|---|---|---|---|---|
| Christopher Martin Meyer | Feg other | Truepoint, Inc. other | Other | Apr 4, 2017 | Apr 26, 2016 |
| Keith Homer Lum | Feg other | Keybanc Capital Markets Inc. unclassified | Other | Aug 4, 2004 | Oct 31, 2006 (818 d) |
| Richard James Perry | Feg other | Fort Washington Investment Advisors Inc other | Other | Aug 12, 2003 | Jan 26, 2005 (533 d) |
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3 moves match.