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 Ten Asset Management, 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 |
|---|---|---|---|---|---|
| Jeffrey Kirkland Kerrigan | Ten Asset Management, Inc. other | Haber Trilix Advisors, LP other | Other | Aug 31, 2013 | Aug 5, 2013 |
| Robert Alan Russell | Ten Asset Management, Inc. other | Transamerica Financial Advisors, LLC other | Other | Aug 31, 2013 | Oct 16, 2013 (46 d) |
| Nathan Reed Wallace | Ten Asset Management, Inc. other | Greyfox Investors LLC unclassified | Other | Aug 31, 2013 | Sep 19, 2013 |
| Peter Walter Kronberg | Ten Asset Management, Inc. other | Haber Trilix Advisors, LP other | Other | Aug 31, 2013 | Aug 5, 2013 |
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4 moves match.