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 Advisers Investment Management, Inc.
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 |
|---|---|---|---|---|---|
| Logan Dane Alley | Primerica Advisors national BD | Advisers Investment Management, Inc. other | Other | Mar 26, 2015 | Jan 6, 2017 (652 d) |
| Matthew E Amsberry | Avantax Advisory Services other | Advisers Investment Management, Inc. other | Other | Jul 16, 2010 | Jul 29, 2010 |
| Rollyn Lawrence Wild | Bankers Investment Management, Inc. unclassified | Advisers Investment Management, Inc. other | Other | Dec 4, 2006 | Aug 26, 2002 |
| Daniel Joseph Korleski | Wells Fargo Investments, LLC unclassified | Advisers Investment Management, Inc. other | Other | May 4, 2005 | Feb 21, 2012 (2484 d) |
| Todd Stephen Smith | Vanguard Advisers, Inc. other | Advisers Investment Management, Inc. other | Other | Feb 17, 2005 | Apr 27, 2010 (1895 d) |
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5 moves match.