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 Key Group Management, Inc.

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.

AdvisorFromToTypeLeftRegistered
Gary Coley MeyererKey Group Management, Inc. independent RIANational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherJun 10, 2016Jun 15, 2016
R Anthony CioffariKey Group Management, Inc. independent RIANational Planning Corporation ("Npc Of America" In Fl & Ny) otherOtherApr 1, 2013Aug 17, 2016 (1234 d)
Noah Robert SandersKey Group Management, Inc. independent RIAAmerican Portfolios Advisors, Inc otherOtherJun 1, 2010May 27, 2010
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3 moves match.