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 Harvest Investment Consultants 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 |
|---|---|---|---|---|---|
| Mark Christian Pallack | Eagle Strategies LLC other | Harvest Investment Consultants LLC other | Other | Sep 18, 2017 | Oct 3, 2017 |
| David Russell Baker | Ameriprise Financial Services, LLC national BD | Harvest Investment Consultants LLC other | Other | Apr 8, 2016 | Apr 7, 2016 |
| Debra Press | Strategic Advisers LLC national BD | Harvest Investment Consultants LLC other | Other | Jan 19, 2010 | Mar 15, 2011 (420 d) |
| Michael Jason Meily | Eagle Strategies LLC other | Harvest Investment Consultants LLC other | Other | Sep 18, 2008 | Sep 15, 2008 |
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4 moves match.