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 Hillcrest Wealth Advisors - Ny, 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 |
|---|---|---|---|---|---|
| Thomas J. Birrittella | Shepherd Kaplan LLC other | Hillcrest Wealth Advisors - Ny, LLC other | Other | Mar 30, 2011 | Apr 15, 2011 |
| Avani Ramnani | Athena Wealth Advisors unclassified | Hillcrest Wealth Advisors - Ny, LLC other | Other | Apr 8, 2009 | Apr 28, 2009 |
| Belinda Tsui | Td Ameritrade Investment Management, LLC other | Hillcrest Wealth Advisors - Ny, LLC other | Other | Sep 4, 2007 | Sep 7, 2007 |
| Danny Anthony Yu | Kpmg Investment Advisors unclassified | Hillcrest Wealth Advisors - Ny, LLC other | Other | Sep 14, 2005 | Sep 30, 2005 |
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4 moves match.