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 Longview Capital Management LLC
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 |
|---|---|---|---|---|---|
| Christian Myers Wagner | Longview Capital Management LLC other | Penn Investment Advisors, Inc. other | Other | Mar 30, 2016 | May 6, 2016 (37 d) |
| Sean Michael Schmid | Longview Capital Management LLC other | Penn Investment Advisors, Inc. other | Other | Mar 30, 2016 | Feb 2, 2015 |
| Craig Ernest Sigeti | Longview Capital Management LLC other | Penn Investment Advisors, Inc. other | Other | Jan 12, 2015 | Jan 20, 2015 |
| Paul Laurence Miller | Longview Capital Management LLC other | Penn Investment Advisors, Inc. other | Other | Dec 12, 2014 | Jan 16, 2015 (35 d) |
| Marc Fredrick Zarro | Longview Capital Management LLC other | Penn Investment Advisors, Inc. other | Other | Dec 12, 2014 | Jan 9, 2015 |
| Peter Joseph Ponzio | Longview Capital Management LLC other | Longview Financial Advisors, LLC no RAUM | Other | Aug 30, 2011 | Aug 29, 2011 |
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6 moves match.