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 Gamco Asset Management 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.

AdvisorFromToTypeLeftRegistered
Peter Alexandrovich TcherepnineLoeb Partners Corporation independent RIAGamco Asset Management Inc. mixed wealthRIA to RIAApr 17, 2019Jun 21, 2019 (65 d)
Robert Douglas LeiningerCopeland Capital Management, LLC otherGamco Asset Management Inc. otherOtherSep 24, 2010Oct 6, 2010
William John GilcherNmf Asset Management, LLC unclassifiedGamco Asset Management Inc. otherOtherAug 9, 2010Sep 27, 2010 (49 d)
Michael Albert AccinelliWells Fargo Advisors wirehouseGamco Asset Management Inc. otherOtherSep 28, 2004Mar 24, 2006 (542 d)
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4 moves match.