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 Retirement Design & 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 |
|---|---|---|---|---|---|
| Jeffrey Lee Corliss | Msi Financial Services, Inc. other | Retirement Design & Management Inc other | Other | Jan 23, 2013 | Jan 24, 2013 |
| Andrew S Weissman | Morgan Stanley wirehouse | Retirement Design & Management Inc other | Other | Jun 15, 2012 | May 22, 2012 |
| Mark Stuart Schaffer | Reby Advisors, LLC other | Retirement Design & Management Inc other | Other | May 23, 2007 | Jun 5, 2007 |
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3 moves match.