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 T2 Asset 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.

AdvisorFromToTypeLeftRegistered
Dragan TimoticT2 Asset Management, LLC independent RIACerity Partners LLC independent RIARIA to RIAMar 3, 2022Mar 4, 2022
William Blair HammondT2 Asset Management, LLC independent RIAPrivate Advisor Group, LLC BD affiliatedRIA to affiliated broker-dealer or bankSep 30, 2020Oct 30, 2020
Gregory S. FarberT2 Asset Management, LLC independent RIAJ.P. Morgan Securities LLC wirehouseRIA to wirehouseOct 9, 2018Nov 30, 2018 (52 d)
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3 moves match.