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 Moisand Fitzgerald Tamayo, 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 |
|---|---|---|---|---|---|
| Bradley William Brescia | Advice And Planning Services BD affiliated | Moisand Fitzgerald Tamayo, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Mar 10, 2020 | Jun 19, 2023 (1196 d) |
| Lynne Maureen Laughna | Financial & Investment Services, P.A. unclassified | Moisand Fitzgerald Tamayo, LLC other | Other | Dec 31, 2010 | Oct 21, 2010 |
| Dennis John Hunt | Banc One Securities Corporation unclassified | Moisand Fitzgerald Tamayo, LLC independent RIA | Other | Aug 16, 2004 | Mar 2, 2020 (5677 d) |
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3 moves match.