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 Asset Management Advisors 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 |
|---|---|---|---|---|---|
| Karen Sotallaro | Sagepoint Financial, Inc. BD affiliated | Asset Management Advisors Inc independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2018 | May 3, 2019 (361 d) |
| Jonathan Rowe Salvato | Vestis Advisors, LLC state registered | Asset Management Advisors Inc other | Other | Sep 17, 2014 | Oct 28, 2014 (41 d) |
| Shannon Jon Pike | Integra Wealth Advisors, LLC other | Asset Management Advisors Inc other | Other | Jan 24, 2014 | Feb 27, 2014 (34 d) |
| Donna Jean Medcalf | Bok Financial Asset Management, Inc. other | Asset Management Advisors Inc other | Other | Jan 3, 2013 | Mar 12, 2015 (798 d) |
| Michelle Pamela Connell | UBS Financial Services Inc. wirehouse | Asset Management Advisors Inc other | Other | Mar 21, 2007 | Nov 4, 2013 (2420 d) |
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5 moves match.