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
Arrivals at Orion Portfolio Solutions, 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 |
|---|---|---|---|---|---|
| Tucker Webber | Securities America Advisors, Inc. other | Orion Portfolio Solutions, LLC other | Other | Sep 21, 2009 | Nov 8, 2013 (1509 d) |
| Jessica Lynn Golson | Waddell & Reed other | Orion Portfolio Solutions, LLC other | Other | Sep 15, 2009 | Sep 12, 2011 (727 d) |
| Denis Joseph Hill | Eaton Vance Management other | Orion Portfolio Solutions, LLC BD affiliated | Other | Jul 7, 2009 | Jun 27, 2023 (5103 d) |
| Matthew Philip Santini | Clearbridge Investments, LLC other | Orion Portfolio Solutions, LLC other | Other | Jun 9, 2006 | Oct 30, 2013 (2700 d) |
| Jonathan Russel Trbovich | Schield Management Company unclassified | Orion Portfolio Solutions, LLC other | Other | Feb 25, 2004 | Feb 26, 2004 |
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65 moves match.