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 Townsend Asset Management Corp.
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 |
|---|---|---|---|---|---|
| James Patrick Kniffen | Time, Life And Money, LLC unclassified | Townsend Asset Management Corp. other | Other | Oct 7, 2016 | Jul 26, 2017 (292 d) |
| Arne W Morris | Choreo, LLC other | Townsend Asset Management Corp. other | Other | Aug 19, 2016 | Jul 26, 2017 (341 d) |
| Jason William Carter | LPL Financial LLC other | Townsend Asset Management Corp. other | Other | Dec 22, 2011 | Feb 23, 2012 (63 d) |
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3 moves match.