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 Franklin Templeton Fund Adviser, 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 |
|---|---|---|---|---|---|
| Rebecca White Crockett | Franklin Templeton Fund Adviser, LLC asset manager | Clearbridge Investments, LLC mixed wealth | Other | May 12, 2021 | Feb 7, 2023 (636 d) |
| Eric Joshua Neisner | Franklin Templeton Fund Adviser, LLC asset manager | Clearbridge Investments, LLC mixed wealth | Other | Sep 11, 2019 | Apr 15, 2021 (582 d) |
| Juan Manuel Buendia | Franklin Templeton Fund Adviser, LLC asset manager | Hirtle & Co., LLC asset manager | Other | Dec 31, 2017 | Jun 14, 2018 (165 d) |
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3 moves match.