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 North American Management Corp
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 |
|---|---|---|---|---|---|
| Beverly Ann Rodrigue | Lake Street Advisors independent RIA | North American Management Corp independent RIA | RIA to RIA | Nov 26, 2018 | Dec 14, 2018 |
| Benjamin Patch | Mcadam LLC independent RIA | North American Management Corp independent RIA | RIA to RIA | Jun 6, 2018 | Feb 11, 2020 (615 d) |
| Lea Ann Garrison Knight | Garrison/Knight Financial Planning unclassified | North American Management Corp other | Other | Aug 2, 2014 | Nov 24, 2014 (114 d) |
| Mark Joseph Reed | Bush O'Donnell Investment Advisors, Inc other | North American Management Corp other | Other | Sep 27, 2013 | Sep 24, 2013 |
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4 moves match.