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 Macro Financial 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 |
|---|---|---|---|---|---|
| John Edward Pesano | J.P. Morgan Securities LLC wirehouse | Macro Financial Advisors, Inc other | Other | May 15, 2012 | Feb 7, 2014 (633 d) |
| Lawrence Charles Romjue | Smith Hayes Advisers Inc other | Macro Financial Advisors, Inc other | Other | Jan 31, 2005 | Feb 3, 2005 |
| Jimmy Daryl Curtis | Omega Securities, Inc. unclassified | Macro Financial Advisors, Inc other | Other | Apr 10, 2003 | Oct 13, 2003 (186 d) |
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3 moves match.