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 Estate & Trust Advisors
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 |
|---|---|---|---|---|---|
| Corissa Lynn Landphair | Estate & Trust Advisors other | Landphair Wealth Management LLC state registered | Other | Feb 16, 2016 | May 5, 2016 (79 d) |
| Michael Scott Bloom | Estate & Trust Advisors other | Redhawk Wealth Advisors, Inc. other | Other | Feb 10, 2015 | Feb 17, 2015 |
| Jeremy S Knobel | Estate & Trust Advisors other | Park Avenue Securities LLC BD affiliated | Other | Jul 18, 2003 | Aug 10, 2020 (6233 d) |
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3 moves match.