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 Telsey Holdings 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 |
|---|---|---|---|---|---|
| Jennifer Murphy | Telsey Holdings LLC no RAUM | Janney Montgomery Scott LLC other | Other | Aug 4, 2010 | Aug 3, 2010 |
| Kenneth Paul Mccusker | Telsey Holdings LLC no RAUM | Otr Global LLC unclassified | Other | Mar 12, 2010 | Nov 16, 2009 |
| Thomas Milan Wyszynski | Telsey Holdings LLC no RAUM | Charles Schwab & Co., Inc. national BD | Other | Jan 25, 2010 | Jul 13, 2012 (900 d) |
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3 moves match.