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 Divine Asset 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Valerie Y Sanchez | Divine Asset Management LLC state registered | Morgan Stanley wirehouse | Other | Jun 1, 2023 | Jun 8, 2023 |
| Valerie Y Sanchez | Divine Asset Management LLC state registered | Sb Advisory, LLC independent RIA | Other | Dec 31, 2019 | Mar 17, 2020 (77 d) |
| Danielle Frances Hughes | Divine Asset Management LLC state registered | Sb Advisory, LLC independent RIA | Other | Dec 31, 2019 | Nov 12, 2020 (317 d) |
| Michael A Marino | Divine Asset Management LLC state registered | Lotus Investment Advisors independent RIA | Other | Dec 31, 2019 | Apr 20, 2021 (476 d) |
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4 moves match.