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 Longview Asset Management, 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.

AdvisorFromToTypeLeftRegistered
Martin J RodriguezWells Fargo Advisors wirehouseLongview Asset Management, LLC independent RIAWirehouse to independent RIANov 7, 2024Nov 19, 2024
Douglas Edward LynamLynam Financial Services unclassifiedLongview Asset Management, LLC otherOtherFeb 23, 2018Jan 3, 2018
Mariah Lee SacomanLPL Financial LLC otherLongview Asset Management, LLC otherOtherDec 28, 2015Feb 16, 2016 (50 d)
Harlan Myles FlintMorgan Stanley wirehouseLongview Asset Management, LLC otherOtherJun 7, 2013May 21, 2013
David Aaron CantorRaven'Swing Asset Management, Inc. unclassifiedLongview Asset Management, LLC otherOtherDec 31, 2010Jan 10, 2003
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5 moves match.