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 Boston Asset 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 |
|---|---|---|---|---|---|
| Andrew Michel Denis | Gator Capital Management, LLC other | Boston Asset Management, Inc. other | Other | Nov 1, 2011 | Dec 8, 2011 (37 d) |
| Brian Glas | Ameriprise Financial Services, LLC national BD | Boston Asset Management, Inc. other | Other | Dec 8, 2010 | Feb 2, 2011 (56 d) |
| Clayton Jontie Poole | Osaic Institutions, Inc. other | Boston Asset Management, Inc. other | Other | Jan 21, 2010 | Aug 21, 2015 (2038 d) |
| Mark John Govoni | Columbia Management Advisors, Inc. unclassified | Boston Asset Management, Inc. other | Other | Sep 7, 2004 | Aug 20, 2009 (1808 d) |
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4 moves match.