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 Advisors Group 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 Michael Jacobe | Fayez Sarofim & Co. other | Sarofim Advisors Group Inc no RAUM | Other | Jan 5, 2016 | Apr 15, 2010 |
| David T Searls | Credit Suisse Securities (USA) LLC other | Sarofim Advisors Group Inc no RAUM | Other | Sep 10, 2012 | Sep 18, 2012 |
| Elizabeth Schulze Robison | Sarofim Trust Co other | Sarofim Advisors Group Inc no RAUM | Other | Jan 17, 2012 | Apr 15, 2010 |
| Anthony John Gracely | Morgan Stanley & Co. LLC unclassified | Sarofim Advisors Group Inc no RAUM | Other | Mar 2, 2010 | Aug 23, 2012 (905 d) |
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4 moves match.