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 Agili, P.C.
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 |
|---|---|---|---|---|---|
| Marilee Anne Falco | LPL Financial LLC other | Agili, P.C. other | Other | Mar 4, 2011 | May 24, 2012 (447 d) |
| Lisa Marie Strohm | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Agili, P.C. other | Other | May 18, 2010 | Jul 22, 2010 (65 d) |
| Jeffrey Gerald Mussatt | Cetera Investment Services LLC other | Agili, P.C. other | Other | Aug 19, 2008 | Jul 12, 2010 (692 d) |
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3 moves match.