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 Navellier & Associates 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 |
|---|---|---|---|---|---|
| Thomas William Donnelly | Advisors Asset Management, Inc. other | Navellier & Associates Inc other | Other | Mar 17, 2016 | Jul 18, 2016 (123 d) |
| Bryan Alexander Perry | Alexander Perry Corporation unclassified | Navellier & Associates Inc other | Other | Feb 22, 2016 | Feb 3, 2016 |
| James Mcgarry | Edelman Financial Services, LLC other | Navellier & Associates Inc other | Other | Oct 15, 2013 | Oct 20, 2014 (370 d) |
| Brendon John Williams | Credit Suisse Securities (USA) LLC other | Navellier & Associates Inc other | Other | May 8, 2009 | Jun 2, 2015 (2216 d) |
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4 moves match.