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 The Daniel Group
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 |
|---|---|---|---|---|---|
| Marc Lowell Murray | The Daniel Group other | Hobbs Group Advisors LLC independent RIA | Other | Jan 17, 2020 | Dec 9, 2024 (1788 d) |
| David Karl Pence | The Daniel Group other | The Mather Group, LLC independent RIA | Other | Jan 7, 2020 | Jan 9, 2020 |
| Roger M Baloucoune | The Daniel Group other | Advisory Services Network other | Other | Nov 18, 2011 | Aug 8, 2011 |
| Michael Rolland Robieson | The Daniel Group other | Cambridge Investment Research Advisors, Inc. other | Other | Mar 13, 2009 | Mar 25, 2009 |
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4 moves match.