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 Purcell Advisory Services, 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 |
|---|---|---|---|---|---|
| Amy Engel Anderson | B F Anderson & Co. Inc other | Purcell Advisory Services, LLC other | Other | Oct 22, 2012 | Oct 22, 2012 |
| Thomas D Farrell | Curian Capital, LLC other | Purcell Advisory Services, LLC other | Other | Jul 17, 2012 | Sep 7, 2012 (52 d) |
| Douglas Charles Bond | Invesco Advisers, Inc. other | Purcell Advisory Services, LLC other | Other | Jun 5, 2010 | Jun 24, 2011 (384 d) |
| Andrew David Mirkovich | Portfolio Strategies Inc other | Purcell Advisory Services, LLC other | Other | Mar 25, 2010 | May 30, 2003 |
| Daniel Luikwong Yeung | Edward Jones national BD | Purcell Advisory Services, LLC other | Other | Jul 31, 2009 | Jan 14, 2010 (167 d) |
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5 moves match.