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 Advisors Asset 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 |
|---|---|---|---|---|---|
| Robb Patton Parsons | Advisors Asset Management, Inc. other | Wells Fargo Investments, LLC unclassified | Other | Aug 9, 2005 | Apr 27, 2006 (261 d) |
| Edwin Charles Kreusel | Advisors Asset Management, Inc. other | Mastrapasqua Asset Management unclassified | Other | Apr 6, 2005 | Jul 11, 2006 (461 d) |
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182 moves match.