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 Michigan Advisors, 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 |
|---|---|---|---|---|---|
| Christopher Thomas Bokmuller | Realta Investment Advisors, Inc other | Michigan Advisors, Inc other | Other | Oct 16, 2014 | Nov 12, 2014 |
| Michelle R Brow | J.P. Morgan Securities LLC wirehouse | Michigan Advisors, Inc other | Other | Feb 20, 2013 | Jan 26, 2015 (705 d) |
| Cara Perrotta Gardner | Ameriprise Financial Services, LLC national BD | Michigan Advisors, Inc other | Other | Nov 1, 2011 | Dec 16, 2016 (1872 d) |
| Jeffrey Lane Davis | Spc other | Michigan Advisors, Inc other | Other | Nov 14, 2003 | Jul 20, 2010 (2440 d) |
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4 moves match.