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 Kensington Financial Advisors 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 |
|---|---|---|---|---|---|
| David Joseph Cottam | Kensington Financial Advisors LLC independent RIA | Cary Street Partners independent RIA | RIA to RIA | May 23, 2022 | Mar 22, 2022 |
| Daniel Fernando Sciortino | Kensington Financial Advisors LLC independent RIA | Fig Tree Wealth Management LLC state registered | RIA to a state-registered adviser | May 23, 2022 | Feb 24, 2022 |
| Bruce Robert Julien | Kensington Financial Advisors LLC other | Julien Planning, LLC state registered | Other | Mar 17, 2017 | Mar 23, 2017 |
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3 moves match.