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 Duncker Streett & Co.
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 |
|---|---|---|---|---|---|
| John Russell Mcclelland | Acropolis Investment Management other | Duncker Streett & Co. other | Other | Oct 15, 2013 | Nov 1, 2013 |
| Terry Alan Daniels | Pension Consultants Inc no RAUM | Duncker Streett & Co. independent RIA | Other | Aug 14, 2012 | Oct 30, 2023 (4094 d) |
| James Eric Mineman | Allegiant Investment Counselors unclassified | Duncker Streett & Co. independent RIA | Other | Dec 31, 2005 | Jul 1, 2020 (5296 d) |
Page 1 of 1
3 moves match.