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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Derek Michael Fautsch | Secured Retirement Advisors, LLC independent RIA | Corinthian Partners Asset Management LLC no RAUM | Other | Aug 27, 2019 | Aug 22, 2019 |
| Ian M Deliz Morales | International Assets Investment Management, LLC BD affiliated | Corinthian Partners Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 31, 2019 | Jul 2, 2026 (2589 d) |
| Edwin Guido Treimanis | International Assets Investment Management, LLC BD affiliated | Corinthian Partners Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 29, 2019 | Jan 1, 2025 (2044 d) |
| Hagin Gifford Richeson | Ameriprise Financial Services, LLC national BD | Corinthian Partners Asset Management LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 7, 2015 | Dec 16, 2022 (2780 d) |
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4 moves match.