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 Connors Investor Services 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 |
|---|---|---|---|---|---|
| Ryan F Mccallum | LPL Financial LLC independent RIA | Connors Investor Services Inc independent RIA | RIA to RIA | Mar 16, 2022 | Mar 22, 2022 |
| Debora M Covell | Mcglinn Capital Management Inc other | Connors Investor Services Inc other | Other | Apr 7, 2016 | Jan 8, 2018 (641 d) |
| Thomas Raymond Platt | Blackrock Fund Advisors other | Connors Investor Services Inc other | Other | Jun 15, 2011 | Mar 10, 2015 (1364 d) |
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3 moves match.