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 Venn Wealth & Benefit Services, 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 |
|---|---|---|---|---|---|
| Anthony James Landau | Venn Wealth & Benefit Services, LLC state registered | Popa Financial Services, Inc. state registered | Other | Dec 5, 2018 | Jan 8, 2019 (34 d) |
| David Joseph Maniet | Venn Wealth & Benefit Services, LLC state registered | Triad Advisors, LLC other | Other | Nov 19, 2007 | Jan 7, 2008 (49 d) |
| Earl Leigh Brooks | Venn Wealth & Benefit Services, LLC state registered | Triad Advisors, LLC other | Other | Dec 31, 2006 | Jan 7, 2008 (372 d) |
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3 moves match.