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 Newsquare Capital, 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 |
|---|---|---|---|---|---|
| Christopher Charles Truscello | Newsquare Capital, LLC other | Hornor, Townsend & Kent, LLC other | Other | Dec 9, 2016 | Sep 29, 2016 |
| Gerad Martin Thorell | Newsquare Capital, LLC other | Msi Financial Services, Inc. other | Other | Mar 23, 2016 | Jan 2, 2015 |
| Marc J Bernstein | Newsquare Capital, LLC other | Msi Financial Services, Inc. other | Other | Feb 10, 2015 | Jul 20, 2012 |
| Bryan R Cogliano | Newsquare Capital, LLC other | Osaic Fa, Inc. other | Other | Sep 16, 2014 | Jun 13, 2014 |
| Steven John Woodruff | Newsquare Capital, LLC other | Strategic Advisers LLC national BD | Other | Sep 16, 2014 | Jun 24, 2014 |
| Lamont A. Brown | Newsquare Capital, LLC other | Nfp Advisor Services, LLC other | Other | Nov 19, 2013 | Aug 15, 2013 |
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6 moves match.