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 Telemus Investment Management, 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.

AdvisorFromToTypeLeftRegistered
William Andrew WallbankTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 16, 2013Sep 13, 2013
Thomas Edward UberTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Robert Allen StoneTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Charlene Grace ReardonTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 12, 2013
Lyle Matthew WolbergTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 12, 2013
Bernard Steven KentTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
John Edward SteinTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Brian Patrick BabcockTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Charles Edward DabrowskiTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 13, 2013
Mary Faessler BakhausTelemus Investment Management, LLC otherTelemus Capital, LLC otherOtherSep 12, 2013Sep 12, 2013
Richelle Annette DurkinTelemus Investment Management, LLC otherRobinson Capital Management, LLC otherOtherJan 2, 2013Jan 9, 2013
Laura Scroi ArmstrongTelemus Investment Management, LLC otherComerica Securities otherOtherNov 1, 2012Jan 6, 2015 (796 d)
Ronald William EpplerTelemus Investment Management, LLC otherWells Fargo Advisors wirehouseOtherSep 18, 2012Jul 29, 2011
Neil Andrew WeissmanTelemus Investment Management, LLC otherWells Fargo Advisors wirehouseOtherSep 18, 2012Aug 4, 2011
David Joseph KreskeTelemus Investment Management, LLC otherWells Fargo Advisors wirehouseOtherDec 2, 2011Dec 6, 2011
David Lance RobertsTelemus Investment Management, LLC otherSage Hill Capital otherOtherApr 4, 2011Dec 15, 2011 (255 d)
Frederick Christopher FragnerTelemus Investment Management, LLC otherSage Hill Capital otherOtherApr 4, 2011Dec 14, 2011 (254 d)
John Coleman DawsonTelemus Investment Management, LLC otherSalient Capital Advisors, LLC otherOtherJul 1, 2010Jun 28, 2010
Gregory Allen ReidTelemus Investment Management, LLC otherSalient Capital Advisors, LLC otherOtherJul 1, 2010Jun 28, 2010
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19 moves match.