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 Whv Investments, 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 |
|---|---|---|---|---|---|
| Leah Marie D'Agostino | Osaic Fa, Inc. other | Whv Investments, Inc. other | Other | Oct 10, 2012 | Nov 20, 2012 (41 d) |
| Eswar C Menon | Denahi Global Investments, LLC unclassified | Whv Investments, Inc. other | Other | Dec 31, 2008 | Apr 1, 2010 (456 d) |
| James Raymond Simone | Burridge Group LLC unclassified | Whv Investments, Inc. other | Other | Jan 31, 2005 | Apr 27, 2007 (816 d) |
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3 moves match.