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 Solenture Advisors 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.

AdvisorFromToTypeLeftRegistered
Vincent Ernest ZulloInternational Planning Alliance, LLC unclassifiedSolenture Advisors LLC otherOtherAug 28, 2008Jul 1, 2008
Anthony Joseph PascazioPark Avenue Securities LLC otherSolenture Advisors LLC otherOtherFeb 2, 2007Aug 29, 2006
Timothy Paul MillerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSolenture Advisors LLC otherOtherOct 12, 2004Jan 13, 2005 (93 d)
Eric Paul RaderNathan & Lewis Securities, Inc. unclassifiedSolenture Advisors LLC otherOtherJan 28, 2003Apr 26, 2004 (454 d)
Steven Carl PriceNathan & Lewis Securities, Inc. unclassifiedSolenture Advisors LLC otherOtherJan 28, 2003Apr 26, 2004 (454 d)
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5 moves match.