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 Green Street
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 |
|---|---|---|---|---|---|
| Michael Alexander Manos | Green Street no RAUM | Tide Cove Capital Partners LLC no RAUM | Other | Dec 22, 2021 | Aug 14, 2023 (600 d) |
| Staci Pollock | Green Street no RAUM | J.P. Morgan Securities LLC wirehouse | Other | Jul 6, 2021 | Sep 11, 2024 (1163 d) |
| Danielle Rebecca Bronner | Green Street no RAUM | Composition Wealth, LLC independent RIA | Other | Oct 11, 2019 | Jul 10, 2020 (273 d) |
| Dillon Joseph Essma | Green Street no RAUM | Prairieview Partners, LLC independent RIA | Other | Mar 23, 2016 | Jan 24, 2022 (2133 d) |
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4 moves match.