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 Glen Eagle Advisors, LLC
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 |
|---|---|---|---|---|---|
| Tara Conti Bansal | Glen Eagle Advisors, LLC other | Novi Wealth Partners other | Other | Jul 2, 2015 | Oct 15, 2015 (105 d) |
| Shrikant M Nadkarni | Glen Eagle Advisors, LLC other | Next Horizon Advisors LLC independent RIA | Other | Jun 27, 2014 | Jul 30, 2014 (33 d) |
| Nilos Theodore Sakellariou | Glen Eagle Advisors, LLC other | Arete Wealth Advisors, LLC other | Other | Oct 28, 2011 | Sep 30, 2011 |
Page 1 of 1
3 moves match.