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 Sensiba San Filippo Financial Advisers 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 |
|---|---|---|---|---|---|
| Cynthia J Morris | Rand & Associates independent RIA | Sensiba San Filippo Financial Advisers LLC other | Other | Aug 14, 2018 | Jan 21, 2019 (160 d) |
| Ariadne Horstman | White Lighthouse Investment Management, Inc. other | Sensiba San Filippo Financial Advisers LLC other | Other | Jul 1, 2011 | Jun 6, 2013 (706 d) |
| Cassandra Shawn Anderson | The Strategic Financial Alliance other | Sensiba San Filippo Financial Advisers LLC other | Other | Sep 8, 2008 | Apr 29, 2011 (963 d) |
| Ramon Joseph Polin | Kpmg Investment Advisors unclassified | Sensiba San Filippo Financial Advisers LLC other | Other | Sep 22, 2003 | Jan 2, 2004 (102 d) |
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4 moves match.