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 Alphamark 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 |
|---|---|---|---|---|---|
| Andrew Charles Becker | J.J.B. Hilliard, W.L. Lyons, LLC other | Alphamark Advisors, LLC other | Other | Oct 6, 2016 | Oct 5, 2016 |
| Randall W Knapmeyer | Fifth Third Securities, Inc. other | Alphamark Advisors, LLC other | Other | Jun 3, 2011 | Jul 1, 2011 |
| Debora Ann Caley | Charles Schwab & Co., Inc. national BD | Alphamark Advisors, LLC other | Other | Mar 5, 2004 | Nov 12, 2004 (252 d) |
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3 moves match.