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 Irongate Partners, 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 |
|---|---|---|---|---|---|
| James Evan Cumalander | Edward Jones national BD | Irongate Partners, Inc. other | Other | Jul 1, 2014 | Jul 28, 2014 |
| Michael C Boggio | Old North State Wealth Management, LLC other | Irongate Partners, Inc. other | Other | Jun 1, 2012 | Jun 26, 2012 |
| John Lee Martin | Verity Asset Management other | Irongate Partners, Inc. other | Other | May 30, 2012 | Aug 14, 2014 (806 d) |
| Lil Minton Mercer | LPL Financial LLC other | Irongate Partners, Inc. other | Other | Dec 22, 2010 | Jan 25, 2011 (34 d) |
| Cleve Ericson Nordeen | RBC Capital Markets, LLC national BD | Irongate Partners, Inc. other | Other | Oct 7, 2010 | Oct 19, 2010 |
| David Raymond Hartness | Ameriprise Financial Services, LLC national BD | Irongate Partners, Inc. other | Other | Nov 5, 2004 | Dec 15, 2004 (40 d) |
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6 moves match.