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 Fiduciary Trust International, 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Amy Sou Qiu | Morgan Stanley wirehouse | Fiduciary Trust International, LLC other | Other | Feb 23, 2016 | Feb 29, 2016 |
| Alex Matthew Paul | Crestone Asset Management LLC other | Fiduciary Trust International, LLC other | Other | Mar 9, 2011 | May 9, 2011 (61 d) |
| Kimberly R Clouse | Silver Bridge other | Fiduciary Trust International, LLC other | Other | Apr 23, 2008 | Jan 26, 2009 (278 d) |
| Donald K. Jones | F L Putnam Investment Management Co. other | Fiduciary Trust International, LLC other | Other | Nov 2, 2007 | Nov 28, 2008 (392 d) |
| Lawrence Francis Depaulis | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Fiduciary Trust International, LLC other | Other | Aug 28, 2006 | Jan 22, 2007 (147 d) |
| Michael Pasquale Chimento | Veritable LP other | Fiduciary Trust International, LLC other | Other | Jun 22, 2004 | Sep 2, 2004 (72 d) |
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6 moves match.