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 Rembert Pendleton Jackson
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 |
|---|---|---|---|---|---|
| Elizabeth Steiner Clough | Highline Wealth Management, LLC other | Rembert Pendleton Jackson other | Other | Sep 15, 2011 | Jun 25, 2012 (284 d) |
| Elizabeth Frances Drew Verdi | Girard Securities, Inc. other | Rembert Pendleton Jackson other | Other | May 9, 2011 | Nov 11, 2011 (186 d) |
| Jon P Yankee | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Rembert Pendleton Jackson other | Other | Jul 3, 2002 | Jan 13, 2003 (194 d) |
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3 moves match.