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 Patton Albertson & Miller 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 |
|---|---|---|---|---|---|
| Keith Allen Jaworski | Alpha Asset Management, LLC unclassified | Patton Albertson & Miller LLC other | Other | Dec 31, 2011 | Feb 17, 2012 (48 d) |
| John Rowland Healy | Healy Capital Management, LLC unclassified | Patton Albertson & Miller LLC other | Other | Nov 19, 2007 | Mar 5, 2007 |
| John Marc Albertson | Suntrust Investment Services, Inc. other | Patton Albertson & Miller LLC other | Other | Apr 10, 2003 | Aug 25, 2010 (2694 d) |
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3 moves match.