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 Steinberg Global Asset Management Ltd
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 |
|---|---|---|---|---|---|
| Steven Jay Rothenberg | Carl Domino Inc. other | Steinberg Global Asset Management Ltd other | Other | Mar 9, 2015 | Jun 9, 2015 (92 d) |
| Mary Susan Van Bergen | Levitt Capital Management LLC other | Steinberg Global Asset Management Ltd other | Other | Jun 30, 2014 | Sep 23, 2014 (85 d) |
| Nikol Elaine Tennant | Levitt Capital Management LLC other | Steinberg Global Asset Management Ltd other | Other | Feb 12, 2007 | Jun 10, 2016 (3406 d) |
| Jacques Rene Elmaleh | Earl M Foster Associates unclassified | Steinberg Global Asset Management Ltd other | Other | Aug 30, 2004 | Jun 11, 2008 (1381 d) |
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4 moves match.