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 Select Portfolio Management 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 |
|---|---|---|---|---|---|
| Park E Randazzo | Select Money Management, Inc. other | Select Portfolio Management Inc other | Other | Dec 31, 2012 | Jun 1, 2012 |
| Gary Raymond Mccarver | Select Money Management, Inc. other | Select Portfolio Management Inc other | Other | Dec 31, 2012 | May 31, 2012 |
| Adam Patrick Liquori | Select Money Management, Inc. other | Select Portfolio Management Inc other | Other | Mar 1, 2012 | Oct 31, 2011 |
| Timothy Lee Voorhees | Family Office Services, Inc. unclassified | Select Portfolio Management Inc other | Other | Nov 15, 2010 | Sep 13, 2007 |
| Adam Patrick Liquori | UBS Financial Services Inc. wirehouse | Select Portfolio Management Inc other | Other | Oct 6, 2009 | Oct 27, 2009 |
| Gilbert Rowland Hess | Morgan Stanley wirehouse | Select Portfolio Management Inc other | Other | Oct 1, 2009 | Sep 28, 2011 (727 d) |
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6 moves match.