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 Firstpoint Financial, 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 |
|---|---|---|---|---|---|
| Jamie Christopher Cinotto | Firstpoint Financial, LLC other | Mariner other | Other | Jan 21, 2016 | Mar 17, 2015 |
| Jason Wesley Craine | Firstpoint Financial, LLC other | Mariner other | Other | Jan 21, 2016 | Jan 23, 2015 |
| Gerhart Keith Kloiber | Firstpoint Financial, LLC other | Mariner other | Other | Jan 21, 2016 | Mar 17, 2015 |
| Darrel Bruce Markley | Firstpoint Financial, LLC other | Ameriprise Financial Services, LLC national BD | Other | Aug 7, 2014 | Aug 1, 2014 |
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4 moves match.