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 Motif Capital Management, Inc.
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 |
|---|---|---|---|---|---|
| Robert Joseph Salvador | Motif Capital Management, Inc. other | Robinhood Asset Management no RAUM | Other | Jun 24, 2020 | Jan 28, 2025 (1679 d) |
| Ramak Fazeli | Motif Capital Management, Inc. other | Charles Schwab & Co., Inc. national BD | Other | Jun 3, 2020 | Jun 29, 2020 |
| Divya Krishnan | Motif Capital Management, Inc. other | Charles Schwab Investment Management, Inc other | Other | Jun 3, 2020 | Sep 8, 2021 (462 d) |
| Kathleen Diane Toschi | Motif Capital Management, Inc. other | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Other | Apr 15, 2019 | May 1, 2019 |
| Deborah Elizabeth Brent | Motif Capital Management, Inc. other | Mid Atlantic Financial Management, Inc. other | Other | May 12, 2017 | Jun 9, 2017 |
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5 moves match.