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 E. A. Horwitz 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 |
|---|---|---|---|---|---|
| Scott Edward Heinila | E. A. Horwitz LLC independent RIA | Retirement Investment Advisors Inc. state registered | RIA to a state-registered adviser | Jul 21, 2022 | Sep 13, 2021 |
| Paul Robert Wehner | E. A. Horwitz LLC other | Coe Capital Management, LLC other | Other | Dec 23, 2016 | Feb 14, 2017 (53 d) |
| Michael Adam Bemoras | E. A. Horwitz LLC other | Western International Securities other | Other | Dec 20, 2013 | Apr 1, 2013 |
| Harris Evan Mandel | E. A. Horwitz LLC other | Barclays Capital Inc. other | Other | Dec 6, 2013 | Jan 7, 2015 (397 d) |
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4 moves match.