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 Citrin Cooperman Wealth Management, LP
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 |
|---|---|---|---|---|---|
| Bradley Pennington Pike | Citrin Cooperman Wealth Management, LP other | Apexium Financial LP no RAUM | Other | Dec 11, 2017 | May 19, 2016 |
| David Joseph Pilaitis | Citrin Cooperman Wealth Management, LP other | Apexium Financial LP no RAUM | Other | Dec 31, 2016 | May 16, 2016 |
| David Benjamin Bruckman | Citrin Cooperman Wealth Management, LP other | Apexium Financial LP no RAUM | Other | Dec 31, 2016 | May 19, 2016 |
| Alan Harry Mandeloff | Citrin Cooperman Wealth Management, LP other | Apexium Financial LP other | Other | Dec 31, 2016 | Apr 24, 2017 (114 d) |
| Samuel Pemberton | Citrin Cooperman Wealth Management, LP other | Apexium Financial LP no RAUM | Other | Sep 1, 2016 | May 19, 2016 |
| Sean Aloysius Bergin | Citrin Cooperman Wealth Management, LP other | Ironview Capital Management, LLC other | Other | Jul 22, 2014 | Jun 18, 2009 |
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6 moves match.