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 Highland Associates 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 |
|---|---|---|---|---|---|
| Rachael Pintaric Thomas | Sterne Agee Asset Management, Inc. other | Highland Associates Inc other | Other | Jul 11, 2016 | Dec 5, 2016 (147 d) |
| Michael Thomas Lytle | Amsouth Asset Management, Inc. unclassified | Highland Associates Inc other | Other | Sep 22, 2006 | Oct 20, 2006 |
| Paige Briscoe Daniel | Amsouth Asset Management, Inc. unclassified | Highland Associates Inc other | Other | Aug 18, 2006 | Sep 19, 2007 (397 d) |
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3 moves match.