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 Presidium
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 |
|---|---|---|---|---|---|
| Eugene William Sanders | Presidium other | Carolina Qualified Retirement Plan Advisers, LLC institutional | Other | Jul 14, 2014 | Jul 10, 2014 |
| William Roger Branch | Presidium other | Millennium Investment And Retirement Advisors, LLC other | Other | Nov 29, 2010 | Apr 29, 2009 |
| Ricky Gene Canipe | Presidium other | Millennium Investment And Retirement Advisors, LLC other | Other | Oct 20, 2009 | Dec 24, 2008 |
| Michael Quinlivan | Presidium other | Pension Planning Solutions, Inc. other | Other | Oct 27, 2006 | Dec 7, 2006 (41 d) |
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4 moves match.