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 Lsia
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 |
|---|---|---|---|---|---|
| Karen Lynn Mcclintock | Lsia independent RIA | Robertson Stephens independent RIA | RIA to RIA | Oct 6, 2021 | Oct 11, 2021 |
| Kevin Khairi Yousif | Lsia other | Yousif Capital Management, LLC other | Other | Apr 1, 2021 | Apr 5, 2021 |
| David James Jones | Lsia other | Yousif Capital Management, LLC other | Other | Apr 1, 2021 | Apr 6, 2021 |
Page 1 of 1
3 moves match.