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 Curi Capital, 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 |
|---|---|---|---|---|---|
| Benjamin Joseph Albrecht | Banc One Securities Corporation unclassified | Curi Capital, LLC other | Other | Jun 27, 2005 | Apr 17, 2007 (659 d) |
| Richard Mcfarland Burridge | UBS Financial Services Inc. wirehouse | Curi Capital, LLC other | Other | Apr 15, 2005 | Apr 14, 2005 |
| Richard M Burridge | UBS Financial Services Inc. wirehouse | Curi Capital, LLC other | Other | Apr 15, 2005 | Apr 14, 2005 |
| Paul Russell Joyaux | UBS Financial Services Inc. wirehouse | Curi Capital, LLC other | Other | Apr 15, 2005 | Apr 14, 2005 |
| Jeffrey Charles Pearsall | UBS Financial Services Inc. wirehouse | Curi Capital, LLC other | Other | Apr 15, 2005 | Apr 23, 2005 |
| Frederick Nmn Paulman | UBS Financial Services Inc. wirehouse | Curi Capital, LLC other | Other | Apr 15, 2005 | Apr 14, 2005 |
| Dimitri Peter Eliopoulos | UBS Financial Services Inc. wirehouse | Curi Capital, LLC other | Other | Apr 15, 2005 | Apr 14, 2005 |
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67 moves match.