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 Harbour Investments, 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 |
|---|---|---|---|---|---|
| Edward John Jaeger | 401kdesign, LLC unclassified | Harbour Investments, Inc. other | Other | Dec 31, 2005 | Apr 2, 2007 (457 d) |
| Bruce Allen Patterson | Questar Asset Management, Inc. other | Harbour Investments, Inc. independent RIA | Other | Nov 10, 2005 | Feb 4, 2020 (5199 d) |
| Traci Lynn Martens | Nackers & Associates, Inc. unclassified | Harbour Investments, Inc. other | Other | May 5, 2003 | Jan 25, 2013 (3553 d) |
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183 moves match.