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 F-Squared Investments, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Thomas William Hagstrom | F-Squared Investments, Inc other | Charles Schwab & Co., Inc. national BD | Other | Nov 20, 2015 | Apr 7, 2016 (139 d) |
| Flynn Thomas Mcdonnell | F-Squared Investments, Inc other | Beacon Pointe Wealth Advisors, LLC independent RIA | Other | Aug 24, 2015 | Feb 21, 2019 (1277 d) |
| Brian Joseph Sullivan | F-Squared Investments, Inc other | Braver Wealth Management, LLC other | Other | Jun 10, 2013 | Nov 25, 2014 (533 d) |
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3 moves match.