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 Park + Elm Investment Advisers
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 |
|---|---|---|---|---|---|
| Michael Robert Grimme | Park + Elm Investment Advisers state registered | Scs independent RIA | Other | Sep 26, 2024 | May 1, 2024 |
| David Stauffer Webb | Park + Elm Investment Advisers state registered | Stancorp Investment Advisers, Inc. other | Other | Mar 24, 2014 | Feb 26, 2010 |
| Jeffrey Fuller Martin | Park + Elm Investment Advisers state registered | Kdm Wealth Management Inc. independent RIA | Other | Apr 22, 2010 | Jan 4, 2010 |
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3 moves match.