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 Fbb Capital Partners
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 |
|---|---|---|---|---|---|
| Danish Jawaid | Altius Financial Advisors, L.L.C. unclassified | Fbb Capital Partners independent RIA | Other | Dec 1, 2021 | Dec 1, 2021 |
| John P Petrofsky | Torray Investment Partners LLC other | Fbb Capital Partners other | Other | Jul 25, 2017 | Oct 31, 2017 (98 d) |
| Martha Callahan | Potomac other | Fbb Capital Partners independent RIA | Other | Dec 1, 2014 | Jan 3, 2023 (2955 d) |
| Jaime Guillermo Quiros | Ameritas Advisory Services other | Fbb Capital Partners other | Other | Aug 14, 2014 | Sep 10, 2014 |
| Wendy Marie Moyers | The Family Firm, Inc. other | Fbb Capital Partners other | Other | Jun 6, 2012 | Jul 2, 2012 |
| Michael John Mussio | Charles Schwab & Co., Inc. national BD | Fbb Capital Partners other | Other | Aug 9, 2006 | Jun 23, 2010 (1414 d) |
| Stein Andre Olavsrud | Charles Schwab & Co., Inc. national BD | Fbb Capital Partners other | Other | May 18, 2004 | Jun 7, 2004 |
| Maggi Mary Keating | Charles Schwab & Co., Inc. national BD | Fbb Capital Partners other | Other | May 11, 2004 | Jun 16, 2004 (36 d) |
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8 moves match.