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 Permit Capital Advisors, 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 |
|---|---|---|---|---|---|
| Mimi Keller Drake | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 23, 2022 | May 24, 2022 |
| Matthew Hall Taylor | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 23, 2022 | May 13, 2022 |
| Adam Brett Landau | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 11, 2022 | May 25, 2022 |
| William Theodore Curran | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 11, 2022 | May 16, 2022 |
| Kathleen F Freed | Permit Capital Advisors, LLC independent RIA | Cerity Partners LLC independent RIA | RIA to RIA | May 11, 2022 | May 13, 2022 |
Page 1 of 1
5 moves match.