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 Quantitative Strategies, 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 |
|---|---|---|---|---|---|
| Alan Lee Shorr | Independent Financial Group, LLC BD affiliated | Quantitative Strategies, Inc. other | Other | Oct 18, 2022 | Feb 8, 2010 |
| Morrie Wolbrum Reiff | Afa Advisor Services LLC unclassified | Quantitative Strategies, Inc. other | Other | Dec 8, 2010 | Feb 8, 2010 |
| Paul Sueyuki Okawa | Planned Asset Management other | Quantitative Strategies, Inc. other | Other | Dec 31, 2009 | Nov 7, 2002 |
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3 moves match.