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 Southeast Asset Advisors, LLC
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 |
|---|---|---|---|---|---|
| Granger Christian Osborne | Family Asset Management, LLC independent RIA | Southeast Asset Advisors, LLC independent RIA | RIA to RIA | Oct 24, 2019 | Aug 30, 2019 |
| Thomas Mikell Leland | Raymond James & Associates, Inc. national BD | Southeast Asset Advisors, LLC other | Other | Sep 18, 2015 | Dec 4, 2015 (77 d) |
| Bernard Nmn Lanigan | Lanigan & Associates, P.C. unclassified | Southeast Asset Advisors, LLC other | Other | Feb 24, 2012 | May 9, 2003 |
| Charles Bradford Jackson | Lanigan & Associates, P.C. unclassified | Southeast Asset Advisors, LLC other | Other | Feb 4, 2011 | Jan 24, 2011 |
| Mark Cooper Saussy | Lanigan & Associates, P.C. unclassified | Southeast Asset Advisors, LLC other | Other | Nov 18, 2010 | Apr 28, 2003 |
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5 moves match.