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 International Asset Management
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 |
|---|---|---|---|---|---|
| Stoyan Veselinov Panayotov | Dunston Financial Group, LLC unclassified | International Asset Management independent RIA | Other | Oct 8, 2019 | Jul 13, 2017 |
| James Michael Mcevoy | Concert Wealth Management other | International Asset Management independent RIA | Other | Dec 14, 2016 | Apr 26, 2017 (133 d) |
| Scott Alan Schwartz | Cleary Gull Inc. other | International Asset Management independent RIA | Other | Sep 6, 2012 | Oct 10, 2014 (764 d) |
| Dusan Thomas Zachystal | Alan Biller And Associates other | International Asset Management independent RIA | Other | Aug 1, 2008 | Dec 12, 2013 (1959 d) |
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4 moves match.