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 Placemark Investments, 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 |
|---|---|---|---|---|---|
| Katie Ward Brewer | Thrivent Investment Management Inc. other | Placemark Investments, Inc. other | Other | Nov 14, 2011 | Jan 17, 2012 (64 d) |
| Lee Ellwood | Derby And Company Inc other | Placemark Investments, Inc. other | Other | Jul 23, 2008 | Jun 12, 2003 |
| Mark Schechter | Legg Mason Wood Walker, Incorporated unclassified | Placemark Investments, Inc. other | Other | Sep 13, 2005 | Jan 13, 2006 (122 d) |
| Brian Eric Glavin | Amundi Asset Management US, Inc. other | Placemark Investments, Inc. other | Other | Jul 12, 2005 | Jul 19, 2005 |
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4 moves match.