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 Mhp Asset Management
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 |
|---|---|---|---|---|---|
| Elena M Larson | Mhp Asset Management state registered | Simplicity Solutions, LLC asset manager | Other | Jan 17, 2020 | Jan 21, 2020 |
| Maurice Hamilton Patterson | Mhp Asset Management state registered | Compass Financial Management LLC independent RIA | Other | Dec 31, 2010 | Sep 5, 2023 (4631 d) |
| Janice G Ainsworth | Mhp Asset Management state registered | Rockworth Investment Services LLC state registered | Other | Dec 31, 2010 | Sep 22, 2011 (265 d) |
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3 moves match.