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 Madison Asset Management
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 |
|---|---|---|---|---|---|
| Robin Chorone Roquitte | Madison Asset Management other | Madison Investment Advisors, LLC other | Other | Nov 13, 2019 | Jan 27, 2011 |
| Carol Jean Vander Sluis | Madison Asset Management other | Madison Investment Advisors, LLC other | Other | Nov 16, 2016 | Jan 9, 2012 |
| Bruce Allen Ebel | Madison Asset Management other | Great Lakes Advisors, LLC other | Other | Aug 20, 2013 | Nov 4, 2016 (1172 d) |
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3 moves match.