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 Select Money Management, Inc.
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 |
|---|---|---|---|---|---|
| Park E Randazzo | Select Money Management, Inc. independent RIA | Randazzo Capital Management, LLC state registered | RIA to a state-registered adviser | Apr 3, 2018 | Apr 20, 2018 |
| Park E Randazzo | Select Money Management, Inc. other | Select Portfolio Management Inc other | Other | Dec 31, 2012 | Jun 1, 2012 |
| Gary Raymond Mccarver | Select Money Management, Inc. other | Select Portfolio Management Inc other | Other | Dec 31, 2012 | May 31, 2012 |
| David Michael Jones | Select Money Management, Inc. other | Yosemite Capital Management other | Other | Jun 1, 2012 | Jun 20, 2012 |
| Gilbert Rowland Hess | Select Money Management, Inc. other | Citigroup Global Markets Inc. other | Other | Mar 31, 2012 | Dec 18, 2012 (262 d) |
| Adam Patrick Liquori | Select Money Management, Inc. other | Select Portfolio Management Inc other | Other | Mar 1, 2012 | Oct 31, 2011 |
| Michael W Sellman | Select Money Management, Inc. other | Cornerstone Wealth Advisors, Inc. unclassified | Other | Aug 5, 2011 | Jun 14, 2011 |
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7 moves match.