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 Wright Investors Service 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 |
|---|---|---|---|---|---|
| Stephen Richard Soper | Raymond James Financial Services Advisors, Inc BD affiliated | Wright Investors Service Inc other | Other | Feb 9, 2022 | Feb 16, 2022 |
| Manish Maheshwari | Thb Asset Management asset manager | Wright Investors Service Inc other | Other | Mar 2, 2021 | Nov 3, 2025 (1707 d) |
| Stephen Clay Holmes | Green Investment Management, Inc. other | Wright Investors Service Inc other | Other | Mar 26, 2015 | Mar 30, 2017 (735 d) |
| Evelyn Elizabeth Breen | Northwestern Mutual Investment Services,LLC other | Wright Investors Service Inc other | Other | Aug 20, 2014 | Sep 8, 2014 |
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4 moves match.