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 Jack Patterson & Co.
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 |
|---|---|---|---|---|---|
| Christopher Hernandez | Jack Patterson & Co. other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Sep 29, 2020 | Apr 3, 2020 |
| Alejandro Zayas | Jack Patterson & Co. other | Singer Xenos Schechter Sosler Wealth Management other | Other | Dec 2, 2015 | Jun 15, 2016 (196 d) |
| Carlos Antonio Rodriguez | Jack Patterson & Co. other | Edelman Financial Services, LLC other | Other | Oct 12, 2012 | Oct 8, 2012 |
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3 moves match.