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 Ifrah Financial Services, 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.

AdvisorFromToTypeLeftRegistered
Ryan Michael FuchsIfrah Financial Services, Inc. independent RIALockton Investment Advisors, LLC institutionalOtherApr 2, 2019Apr 15, 2019
Hatim SmouniIfrah Financial Services, Inc. otherMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOtherJul 31, 2006Nov 10, 2006 (102 d)
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2 moves match.