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 Genter Advisors LLC
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 |
|---|---|---|---|---|---|
| Charles Andrew Robb | Genter Capital Management independent RIA | Genter Advisors LLC other | Other | May 24, 2022 | Dec 1, 2006 |
| Paul Sangyop Lee | Private Advisory other | Genter Advisors LLC other | Other | Mar 10, 2015 | Apr 2, 2015 |
| Peter Dominic Demartino | Charles Schwab & Co., Inc. national BD | Genter Advisors LLC other | Other | Sep 18, 2012 | Jun 5, 2014 (625 d) |
| Jonathan Paul Fairchild | Genter Capital Management other | Genter Advisors LLC other | Other | Oct 5, 2011 | Jul 26, 2001 |
| Aileen A. Grant | Genter Capital Management other | Genter Advisors LLC other | Other | Dec 31, 2005 | Jul 30, 2002 |
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5 moves match.