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 Ipswich Investment Management Company, 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 |
|---|---|---|---|---|---|
| Janell Phillips | Boston Financial Management LLC other | Ipswich Investment Management Company, Inc other | Other | May 31, 2017 | Jun 1, 2017 |
| David Robert Macdougall | Boston Financial Management LLC other | Ipswich Investment Management Company, Inc independent RIA | Other | Jul 11, 2016 | Jun 29, 2021 (1814 d) |
| James R Mccall | Lighthouse Asset Management other | Ipswich Investment Management Company, Inc other | Other | Mar 28, 2013 | Apr 1, 2013 |
| Patricia Anne Bowlin | Boston Advisors, LLC other | Ipswich Investment Management Company, Inc other | Other | Mar 29, 2010 | Apr 30, 2014 (1493 d) |
| Alexander M. Colby | Beacon Fiduciary Advisors Inc unclassified | Ipswich Investment Management Company, Inc other | Other | Nov 14, 2005 | Apr 30, 2014 (3089 d) |
| Eric Harrison Jostrom | Beacon Fiduciary Advisors Inc unclassified | Ipswich Investment Management Company, Inc other | Other | Nov 14, 2005 | Apr 30, 2014 (3089 d) |
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6 moves match.