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 Bristlecone 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 |
|---|---|---|---|---|---|
| Joseph Brennan Winkler | UBS Financial Services Inc. wirehouse | Bristlecone Advisors LLC other | Other | Oct 12, 2015 | Oct 14, 2015 |
| Christopher Jon Taylor | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bristlecone Advisors LLC other | Other | Apr 29, 2010 | Apr 29, 2010 |
| Kevin Sean Berry | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Bristlecone Advisors LLC other | Other | Apr 27, 2010 | Apr 29, 2010 |
| Adam Christian Guenther | Pacific West Financial Consultants Inc other | Bristlecone Advisors LLC other | Other | May 5, 2009 | Mar 3, 2016 (2494 d) |
| Robyn Pomprowitz Meyer | Cornerstone Advisors Inc other | Bristlecone Advisors LLC other | Other | Oct 16, 2006 | Oct 25, 2006 |
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5 moves match.