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 Fayez Sarofim & Co.
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 |
|---|---|---|---|---|---|
| Kenneth Michael Burke | Sarofim Advisors Group Inc no RAUM | Fayez Sarofim & Co. other | Other | Mar 26, 2014 | Jun 15, 2010 |
| Matthew Michael Altenau | Sarofim Advisors Group Inc no RAUM | Fayez Sarofim & Co. other | Other | Mar 26, 2014 | Jul 31, 2013 |
| David T Searls | Sarofim Advisors Group Inc no RAUM | Fayez Sarofim & Co. other | Other | Mar 26, 2014 | Sep 18, 2012 |
| Alan Robert Christensen | Sarofim Advisors Group Inc no RAUM | Fayez Sarofim & Co. other | Other | Mar 26, 2014 | Jun 2, 2010 |
Page 1 of 1
4 moves match.