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 The Mutual Fund Store
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 |
|---|---|---|---|---|---|
| Gerald Ciciarelli | The Mutual Fund Store other | Edelman Financial Engines other | Other | Feb 13, 2015 | Nov 30, 2016 (656 d) |
| Edward Harris Reaven | The Mutual Fund Store other | Fcci Consulting, LLC other | Other | Oct 14, 2014 | Nov 28, 2014 (45 d) |
| Gregg Eisenstein | The Mutual Fund Store other | Gerstein Fisher other | Other | Oct 14, 2014 | Oct 7, 2014 |
| Salvatore Steven Marino | The Mutual Fund Store other | Edelman Financial Services, LLC other | Other | Apr 7, 2014 | Jan 21, 2015 (289 d) |
| Matthew Ludack | The Mutual Fund Store other | Td Ameritrade, Inc. no RAUM | Other | Mar 24, 2014 | Apr 8, 2014 |
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5 moves match.