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 Estate Planners Of New England, 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 |
|---|---|---|---|---|---|
| Gregory William Lawrence | Estate Planners Of New England, LLC other | Odiorne Point Asset Management, LLC state registered | Other | Oct 26, 2023 | Dec 19, 2023 (54 d) |
| Raymond Scott Panek | Estate Planners Of New England, LLC other | Odiorne Point Asset Management, LLC state registered | Other | Sep 7, 2023 | Apr 24, 2023 |
| Jeffrey David Sickler | Estate Planners Of New England, LLC other | Odiorne Point Asset Management, LLC state registered | Other | May 17, 2023 | Apr 24, 2023 |
| Andrew Vanderslice | Estate Planners Of New England, LLC other | Fidelity Personal And Workplace Advisors BD affiliated | Other | Dec 20, 2021 | Mar 14, 2022 (84 d) |
| Kevin Michael Crowley | Estate Planners Of New England, LLC other | LPL Financial LLC other | Other | Mar 14, 2005 | Feb 1, 2008 (1054 d) |
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5 moves match.