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 Tfr Advisors Llp

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.

AdvisorFromToTypeLeftRegistered
Joshua Ryan DunhamWfg Advisors, LP otherTfr Advisors Llp otherOtherJun 13, 2014Jun 7, 2013
Kyle Jordan GardnerMML Investors Services, LLC otherTfr Advisors Llp otherOtherJan 15, 2013Jan 28, 2013
Richard Coolidge FordFirst Dallas Securities, Inc. otherTfr Advisors Llp otherOtherJun 8, 2012Jan 7, 2013 (213 d)
Leslie Robert RosenblattMML Investors Services, LLC otherTfr Advisors Llp otherOtherApr 4, 2011Apr 29, 2011
Bobby Glenn JamesVsr Advisory Services otherTfr Advisors Llp otherOtherJan 8, 2007Jan 31, 2007
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5 moves match.