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 Deep Blue Investment Advisors
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 |
|---|---|---|---|---|---|
| Dominick Joseph Cristofaro | First Advisors National, LLC independent RIA | Deep Blue Investment Advisors institutional | Other | May 25, 2022 | Jun 7, 2022 |
| Josue Nunez | Morgan Stanley wirehouse | Deep Blue Investment Advisors institutional | Other | Apr 19, 2022 | Jun 7, 2022 (49 d) |
| Vito Nicholas Resciniti | Morgan Stanley wirehouse | Deep Blue Investment Advisors institutional | Other | Apr 13, 2022 | Jul 26, 2022 (104 d) |
| Hunter Aron Sabety | Joseph Gunnar & Co., LLC other | Deep Blue Investment Advisors institutional | Other | Nov 5, 2019 | Oct 12, 2020 (342 d) |
| Garrett Ian Fisher | Truist Advisory Services, Inc. BD affiliated | Deep Blue Investment Advisors institutional | Other | Aug 28, 2019 | Nov 14, 2019 (78 d) |
| Benjamin Richard Streed | Raymond James & Associates, Inc. national BD | Deep Blue Investment Advisors institutional | Other | Jun 13, 2017 | Jan 3, 2023 (2030 d) |
| David Ming Lee Jang | Davidson Fixed Income Management, Inc. other | Deep Blue Investment Advisors other | Other | Aug 10, 2015 | Jul 29, 2016 (354 d) |
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7 moves match.