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 Invesco Managed Accounts, 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.

AdvisorFromToTypeLeftRegistered
Anthony LegaultInvesco Managed Accounts, LLC otherChaps Lifestyle LLC state registeredOtherAug 26, 2024Mar 25, 2025 (211 d)
Stephanie Kristina BrownInvesco Managed Accounts, LLC otherBeacon Pointe Advisors, LLC independent RIAOtherJan 5, 2024Jan 17, 2024
Haley Reutimann EstensonInvesco Managed Accounts, LLC otherCornerstone Advisors Inc independent RIAOtherOct 21, 2019Nov 5, 2019
Rebecca MilesInvesco Managed Accounts, LLC otherHighland Private Wealth Management independent RIAOtherMay 28, 2019Jun 26, 2019
Thomas Walt LifsonInvesco Managed Accounts, LLC otherPiper Jaffray Investment Management, LLC otherOtherAug 2, 2013Jul 16, 2013
Anthony Lawrence BaruffiInvesco Managed Accounts, LLC otherMcmillen & Company, Inc. otherOtherJun 18, 2013Jan 10, 2014 (206 d)
Kim Louise MooreInvesco Managed Accounts, LLC otherStrategic Advisers LLC national BDOtherSep 15, 2011Oct 1, 2012 (382 d)
Mark Kempton MckinnonInvesco Managed Accounts, LLC otherRaymond James & Associates, Inc. national BDOtherJan 3, 2011Jan 4, 2011
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8 moves match.