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 Crowell, Weedon & Co.
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 |
|---|---|---|---|---|---|
| George Randy Hamilton | Banc Of America Investment Services, Inc. unclassified | Crowell, Weedon & Co. other | Other | Jul 14, 2003 | Jun 8, 2007 (1425 d) |
| Douglas James Martin | UBS Financial Services Inc. wirehouse | Crowell, Weedon & Co. other | Other | Mar 19, 2003 | Jun 8, 2007 (1542 d) |
| Jeffrey Neil Krinsky | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Crowell, Weedon & Co. other | Other | Aug 15, 2002 | Dec 12, 2002 (119 d) |
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63 moves match.