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 Hatteras Investment Partners 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 |
|---|---|---|---|---|---|
| Jill Ann Jensen | Hatteras Capital Investment Management, LLC other | Hatteras Investment Partners LLC other | Other | Aug 25, 2011 | Apr 10, 2008 |
| Daryl Gregory Regenauer | Global Wealth Advantage, LLC unclassified | Hatteras Investment Partners LLC other | Other | Dec 31, 2009 | Jan 28, 2010 |
| Colleen Mcelroy-Mathis | Wells Fargo Advisors wirehouse | Hatteras Investment Partners LLC other | Other | Jul 30, 2007 | Sep 10, 2007 (42 d) |
| David Brien Perkins | Captrust Financial Advisors other | Hatteras Investment Partners LLC other | Other | Feb 26, 2007 | Feb 13, 2008 (352 d) |
| Jason K Williams | John Hancock Investment Management LLC other | Hatteras Investment Partners LLC other | Other | May 24, 2006 | Jan 11, 2007 (232 d) |
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5 moves match.