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 Burnham Asset 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 |
|---|---|---|---|---|---|
| Christopher J Dennis | Citigroup Global Markets Inc. other | Burnham Asset Management Corp other | Other | Aug 21, 2009 | Jan 25, 2011 (522 d) |
| Thomas Matthew Weil | Morgan Stanley Dw Inc. unclassified | Burnham Asset Management Corp other | Other | Jan 4, 2005 | May 2, 2006 (483 d) |
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2 moves match.