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 Congress Asset Management Company, Llp
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 |
|---|---|---|---|---|---|
| Brian Timothy Guild | Congress Wealth Management LLC other | Congress Asset Management Company, Llp other | Other | Mar 10, 2017 | Dec 7, 2015 |
| Jeffrey Kirkland Kerrigan | Haber Trilix Advisors, LP other | Congress Asset Management Company, Llp other | Other | Nov 5, 2013 | Nov 7, 2017 (1463 d) |
| George Herbert Norcross | Putnam Investment Management, LLC other | Congress Asset Management Company, Llp other | Other | Jan 15, 2013 | Nov 12, 2015 (1031 d) |
| Jeffrey Ryan Porter | Prelude Asset Management LLC unclassified | Congress Asset Management Company, Llp other | Other | Jun 28, 2010 | Sep 26, 2011 (455 d) |
| Keith Robert Gontarz | Allspring Funds Management, LLC other | Congress Asset Management Company, Llp mixed wealth | Other | May 24, 2010 | Oct 9, 2020 (3791 d) |
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5 moves match.