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 Btr Capital 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Theodore Stanley Jablonski | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Btr Capital Management Inc independent RIA | Wirehouse to independent RIA | May 25, 2018 | Nov 16, 2022 (1636 d) |
| Adam Phillip Schneiberg | Structural other | Btr Capital Management Inc other | Other | Nov 17, 2010 | Mar 7, 2011 (110 d) |
| Jonathan William Butler | Sdr Capital Management, Inc. unclassified | Btr Capital Management Inc other | Other | Oct 21, 2004 | Mar 8, 2011 (2329 d) |
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3 moves match.