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 Silversage Advisors

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
Michael Scott CampbellEdward Jones national BDSilversage Advisors independent RIAAffiliated broker-dealer or bank to independent RIANov 13, 2018Nov 13, 2018
Marianne Rechelle DurhamPurus Wealth Management, LLC otherSilversage Advisors otherOtherJun 14, 2017Mar 1, 2018 (260 d)
Eric John LecoursMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSilversage Advisors otherOtherJun 8, 2017Jun 27, 2017
Robert EmmerLPL Financial LLC otherSilversage Advisors otherOtherJun 6, 2017May 31, 2017
Peggy I PinkertonMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSilversage Advisors otherOtherJun 2, 2017Jun 6, 2017
Colin Robert KilpatrickCentaurus Financial, Inc. otherSilversage Advisors otherOtherJul 8, 2015Jul 13, 2015
Aryn Patrice SandsBrowndorf Pem, LLC unclassifiedSilversage Advisors otherOtherNov 7, 2008Feb 20, 2009 (105 d)
Jeffrey Mark GarellAssociated Planners Investment Advisory Inc unclassifiedSilversage Advisors otherOtherNov 15, 2006Nov 12, 2004
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8 moves match.