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 Harris Financial Advisors, 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 |
|---|---|---|---|---|---|
| Stewart Darrell | Delphi Private Advisors other | Harris Financial Advisors, Inc. other | Other | Apr 27, 2016 | May 3, 2016 |
| Mark Anthony Boujikian | Whelan Financial other | Harris Financial Advisors, Inc. other | Other | Aug 8, 2012 | Nov 8, 2012 (92 d) |
| Clay Campbell Zachry | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Harris Financial Advisors, Inc. other | Other | Jul 13, 2009 | Jul 14, 2009 |
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3 moves match.