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 Demarche
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 |
|---|---|---|---|---|---|
| Timothy John Marchesi | Endex Capital Managment LLC other | Demarche no RAUM | Other | Dec 31, 2022 | Mar 12, 2002 |
| Ryan Michael Pickert | Endex Capital Managment LLC other | Demarche no RAUM | Other | Dec 31, 2022 | May 30, 2013 |
| Jansen Eugene Mccabe | Securian Financial Services, Inc. independent RIA | Demarche no RAUM | Other | Aug 9, 2022 | Mar 22, 2024 (591 d) |
| Brooke Michal Garcia | Cbiz Investment Advisory Services, LLC institutional | Demarche no RAUM | Other | Apr 26, 2021 | Jul 20, 2021 (85 d) |
| Ryan Anthony Chiaverini | Demarche other | Demarche no RAUM | Other | Dec 13, 2016 | Oct 24, 2013 |
| Adam J Strumpf | Piper Sandler & Co. no RAUM | Demarche no RAUM | Other | Oct 21, 2005 | Jun 26, 2007 (613 d) |
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6 moves match.