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 Detwiler Fenton Investment 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 |
|---|---|---|---|---|---|
| Mark Adam Schiffenhaus | Detwiler Fenton Investment Management LLC other | Cantella & Co., Inc. other | Other | Oct 6, 2017 | Oct 11, 2017 |
| John Waldron Sullivan | Detwiler Fenton Investment Management LLC other | Nesteggs, Inc. other | Other | Jul 1, 2015 | Oct 18, 2016 (475 d) |
| William T Eaton | Detwiler Fenton Investment Management LLC other | Rpg Family Wealth Advisory, LLC other | Other | Jul 1, 2015 | Jun 16, 2015 |
| Mitchell Alan Goldfeld | Detwiler Fenton Investment Management LLC other | Rpg Family Wealth Advisory, LLC other | Other | Jul 1, 2015 | Jun 16, 2015 |
| Juan Donabedian | Detwiler Fenton Investment Management LLC other | Rpg Family Wealth Advisory, LLC other | Other | Jul 1, 2015 | Jun 16, 2015 |
| Claire E Soja | Detwiler Fenton Investment Management LLC other | Winslow, Evans & Crocker, Inc. other | Other | Jul 31, 2014 | Aug 4, 2014 |
| Carolyn Margaret Mciver | Detwiler Fenton Investment Management LLC other | Morgan Stanley wirehouse | Other | Aug 25, 2011 | Sep 16, 2011 |
Page 1 of 1
7 moves match.