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 Mas 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 |
|---|---|---|---|---|---|
| Karl Gregory Gerasimov | Mas Advisors LLC institutional | J W Korth & Company other | Other | May 12, 2023 | Oct 7, 2025 (879 d) |
| Charles Auerbach | Mas Advisors LLC institutional | Tlg Advisors, Inc. BD affiliated | Other | Apr 12, 2023 | Jan 4, 2023 |
| Stephen Douglass Stamps | Mas Advisors LLC institutional | Tlg Advisors, Inc. BD affiliated | Other | Apr 12, 2023 | Jan 6, 2026 (1000 d) |
| Bruce Martin | Mas Advisors LLC institutional | Tlg Advisors, Inc. BD affiliated | Other | Apr 12, 2023 | Jan 4, 2023 |
| Andrew James Mitchell | Mas Advisors LLC institutional | Tlg Advisors, Inc. BD affiliated | Other | Jan 3, 2023 | Nov 17, 2022 |
| Catrina Renee Beauchamp | Mas Advisors LLC institutional | Boulevard Family Wealth independent RIA | Other | Oct 23, 2020 | Nov 10, 2020 |
| Francisco Jose Soler | Mas Advisors LLC institutional | Efg Private Wealth Management (Americas) Corp. independent RIA | Other | Aug 1, 2019 | Aug 9, 2018 |
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7 moves match.