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 The Insight Group, 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 |
|---|---|---|---|---|---|
| Ryan Michael Krantz | Financial Insight Center independent RIA | The Insight Group, Inc. independent RIA | RIA to RIA | Oct 21, 2020 | Feb 7, 2020 |
| Steven Todd Hillstead | Financial Insight Center other | The Insight Group, Inc. other | Other | Jul 20, 2011 | Jun 14, 2010 |
| Scott Nathan Sayre | Qa3 Financial LLC unclassified | The Insight Group, Inc. other | Other | Oct 11, 2004 | Oct 25, 2004 |
| Christopher Gammell Hedquist | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | The Insight Group, Inc. other | Other | Jan 2, 2003 | Jan 23, 2003 |
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4 moves match.