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 Sarofim Trust 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 | Fayez Sarofim & Co. mixed wealth | Sarofim Trust Co other | Other | Jun 1, 2018 | Jun 15, 2010 |
| Raye Gillis White | Sarofim Advisors Group Inc no RAUM | Sarofim Trust Co other | Other | Mar 26, 2014 | Apr 6, 1994 |
| Catherine Paddock Crain | Sarofim Advisors Group Inc no RAUM | Sarofim Trust Co other | Other | Mar 26, 2014 | Apr 15, 2010 |
| Jeffrey Michael Jacobe | Sarofim Advisors Group Inc no RAUM | Sarofim Trust Co other | Other | Mar 26, 2014 | Apr 15, 2010 |
| Christopher Binyon Sarofim | Sarofim Advisors Group Inc no RAUM | Sarofim Trust Co other | Other | Mar 26, 2014 | Apr 15, 2010 |
| Nicholas Joseph Zdeblick | Sarofim Advisors Group Inc no RAUM | Sarofim Trust Co other | Other | Mar 26, 2014 | Sep 11, 2012 |
| Anthony John Gracely | Sarofim Advisors Group Inc no RAUM | Sarofim Trust Co other | Other | Mar 26, 2014 | Aug 23, 2012 |
| Douglas Kenneth Alder | Sarofim Advisors Group Inc no RAUM | Sarofim Trust Co other | Other | Mar 26, 2014 | Jun 3, 2010 |
| Elizabeth Schulze Robison | Fayez Sarofim & Co. other | Sarofim Trust Co other | Other | Jan 17, 2012 | Apr 15, 2010 |
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9 moves match.