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 Baker Tilly Investment Advisors
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 |
|---|---|---|---|---|---|
| Justin Louis Goldstein | Waddell & Reed other | Baker Tilly Investment Advisors other | Other | Aug 22, 2012 | Aug 22, 2012 |
| Stephanie Mavis D'Ippolito | Robert W. Baird & Co. Incorporated other | Baker Tilly Investment Advisors other | Other | Apr 18, 2012 | Apr 12, 2012 |
| Bruce Robert Laning | Marietta Investment Partners, LLC other | Baker Tilly Investment Advisors other | Other | Mar 6, 2012 | Feb 9, 2012 |
| Jay Anthony Czarapata | Sva Wealth Management, Inc. unclassified | Baker Tilly Investment Advisors other | Other | Nov 14, 2011 | Nov 11, 2011 |
| Steven Nicholas Hooyman | Schenck Investment Solutions LLC other | Baker Tilly Investment Advisors other | Other | Nov 12, 2007 | Jun 1, 2007 |
| Laura Sue Barry | Barry Capital Management, Inc. unclassified | Baker Tilly Investment Advisors other | Other | Aug 5, 2004 | Aug 12, 2004 |
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6 moves match.