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 White Pine Investment 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 |
|---|---|---|---|---|---|
| Stefanie Ann Porter | Advice And Planning Services BD affiliated | White Pine Investment Co independent RIA | Affiliated broker-dealer or bank to independent RIA | Nov 13, 2020 | Apr 6, 2022 (509 d) |
| William Joel Johnson | Charles Schwab & Co., Inc. national BD | White Pine Investment Co independent RIA | Affiliated broker-dealer or bank to independent RIA | Dec 7, 2018 | Apr 16, 2020 (496 d) |
| Anthony Joseph Digiovanni | Exchange Capital Management Inc other | White Pine Investment Co independent RIA | Other | Mar 17, 2015 | Apr 16, 2020 (1857 d) |
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3 moves match.