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 Kraematon Investment Advisors, Inc.
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 |
|---|---|---|---|---|---|
| Richard Martin Sotell | Kraematon Investment Advisors, Inc. independent RIA | Donegal Investment Advisors, Inc. unclassified | Other | Aug 20, 2018 | Oct 26, 2012 |
| Jeremy M Robert | Kraematon Investment Advisors, Inc. other | Mfa Asset Management, LLC other | Other | Oct 6, 2017 | Oct 16, 2017 |
| Nicholas Richard Gaskell | Kraematon Investment Advisors, Inc. other | Corient independent RIA | Other | Nov 18, 2011 | Oct 12, 2022 (3981 d) |
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3 moves match.