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 Telemus Investment Management, 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 |
|---|---|---|---|---|---|
| Jeff Adron Cheek | Stillwater Asset Management unclassified | Telemus Investment Management, LLC other | Other | Jan 18, 2011 | Feb 9, 2011 |
| John Coleman Dawson | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Telemus Investment Management, LLC other | Other | May 7, 2007 | Nov 5, 2008 (548 d) |
| Gregory Allen Reid | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Telemus Investment Management, LLC other | Other | May 7, 2007 | Nov 5, 2008 (548 d) |
| David Lance Roberts | Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse | Telemus Investment Management, LLC other | Other | Apr 2, 2007 | Nov 4, 2010 (1312 d) |
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4 moves match.