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 The Mutual Fund Store
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 |
|---|---|---|---|---|---|
| Matthew G Personette | Morgan Stanley wirehouse | The Mutual Fund Store other | Other | Jan 10, 2014 | Apr 2, 2015 (447 d) |
| Erik David Johnson | Chase Investment Services Corp. other | The Mutual Fund Store other | Other | Oct 27, 2010 | Oct 4, 2011 (342 d) |
| Christopher Charles Entringer | Td Ameritrade Investment Management, LLC other | The Mutual Fund Store other | Other | May 6, 2008 | Oct 3, 2008 (150 d) |
| Randy Michael Deitke | Vestor Capital Partners, LLC other | The Mutual Fund Store other | Other | Aug 3, 2007 | Sep 6, 2007 (34 d) |
| Steven Czech | Pam, LLC unclassified | The Mutual Fund Store other | Other | Apr 19, 2007 | May 11, 2007 |
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5 moves match.