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 Corinthian Partners Asset Management 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.

AdvisorFromToTypeLeftRegistered
Derek Michael FautschSecured Retirement Advisors, LLC independent RIACorinthian Partners Asset Management LLC no RAUMOtherAug 27, 2019Aug 22, 2019
Ian M Deliz MoralesInternational Assets Investment Management, LLC BD affiliatedCorinthian Partners Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 31, 2019Jul 2, 2026 (2589 d)
Edwin Guido TreimanisInternational Assets Investment Management, LLC BD affiliatedCorinthian Partners Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 29, 2019Jan 1, 2025 (2044 d)
Hagin Gifford RichesonAmeriprise Financial Services, LLC national BDCorinthian Partners Asset Management LLC independent RIAAffiliated broker-dealer or bank to independent RIAMay 7, 2015Dec 16, 2022 (2780 d)
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4 moves match.