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 North Square Investments, 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 |
|---|---|---|---|---|---|
| Luke Coogan | North Square Investments, LLC asset manager | Columbia Management Investment Advisers, LLC asset manager | Other | Nov 15, 2024 | Jul 29, 2024 |
| James Joseph Barclay | North Square Investments, LLC asset manager | Advisors Asset Management, Inc. other | Other | Nov 8, 2023 | Sep 11, 2023 |
| Kierstin Renee Green | North Square Investments, LLC no RAUM | Edward Jones national BD | Other | Apr 2, 2019 | Sep 23, 2024 (2001 d) |
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3 moves match.